Enhanced project and operational risk management: Minimize risk during your implementation and run time
Pre-configured functions to minimize project risk
A completely pre-configured delivery makes Thaler Wealth management quick and easy to implement for firms of all sizes. Deployment can take as little as three months, providing a faster return on your investment.
Built-in compliance to future-proof your regulatory processes
In addition to automating portfolio management, tax management, and risk control, Thaler Wealth Management has built-in functions for future-proofing your compliance processes. Advisors will find support for meeting national and international requirements such as MiFID - the Market in Financial Instruments Directive - or know your customer, anti-money laundering, and qualified intermediary rules. There are standard interfaces with a variety of proven solutions for regulatory reporting.
For one private banking client requiring a quick launch, the implementation of Thaler provided peace of mind due to pre-config modules enabling fast implementation with lower risk and also strong project management skills of CW project team (project methodology with detailed project planning and monitoring/ establishment of change management capabilities). The project was completed in just six months and since go live has helped the bank devote more of its resources to customer service.