Wealth Management

Klystron's Wealth Management Solution is a comprehensive solution with 360 degree view of the investment lifecycle from prospect management, client on-boarding to client portfolio view. The modular solution architecture and strong integration capabilities helps cover the complete life cycle of the wealth management value-chain from client on-boarding to portfolio management, through core business modules such as Client Relationship Management (CRM), Financial Planning, and Portfolio Management. It automates and integrates wealth management processes for seamless servicing of the gamut of offerings from a single point of access to multiple modules, while enhancing advisor productivity and minimizing total cost of ownership. The powerful and scalable solution with extensible functionality enable our clients to grow relationships, offer personalized service, and increase revenues.