Thaler Wealth Management
Thaler Wealth Management is a fully integrated, modular, and end-to-end solution that helps wealth, investment, and asset management firms – along with financial advisors – serve all levels of affluent customers. Completely pre-configured and easy to implement, this powerful solution can support a wide range of customer preferences and investment choices. By automating routine front- and back-end tasks, it helps advisors spend more time on value-added client service.
By letting advisors take a more holistic approach with their clients, Thaler Wealth Management can provide a significant advantage in this highly competitive market. Institutions such as Nord Europe Private Bank, Dresdner Bank Luxembourg, Sarasin Rabo Investment Management Limited, Delta Lloyd Bank, and Commonwealth Bank of Australia have benefited from this advantage.
Thaler Wealth Management provides built-in support for:
- Customer management and a 360° client view
- Portfolio and asset management
- Collateral management
- Order, trade, and settlement management
- Corporate actions and custody
- Regulatory compliance
- Management of holdings in stocks, bonds, mutual funds, options, futures, structured products, and many other investment choices
The solution can help you quickly roll out new products to satisfy changing client demands and offers the connectivity advisors need to give clients information on prices, investment and issuer ratings, or taxes.
Thaler Wealth Management is enhanced with SAP functionality for finance, credit risk management, and business intelligence - making it the only solution that incorporates tools for both core and analytical banking. The result is timely, consistent information that can significantly improve decision making.
The competencies and resources available from Callataÿ & Wouters and its partners’ network can minimize your effort and risk in implementing Thaler Wealth Management. Implementation and development services are readily available from a powerful community of proven system integrators with globally accepted methodologies and project standards.
Key benefits of Thaler Wealth Management:
- High-touch customer service
- Operational excellence and cost control
- Enhanced project and operational risk management
- Smart sourcing options
