1 Wealth Management

This topic describes the information about Wealth Management.

Wealth Management or Investment Management is an important offering in a bank's product bundle. Wealth management services offered by banks usually involve risk profiling a client and recommending investments that suit the risk profile. Investments could be in multiple instruments like Mutual Funds, Equity shares, Bonds, and so on. Performance of these investments are regularly tracked.

OBDX Wealth Management functionality supports the opening of an investment account, risk profiling, mutual fund order placement and tracking of their performance.

Note:

1. OBDX fully depends on integration with the mutual fund processor to provide data for all the functionality such as, fund information, order capture, order processing, funds and portfolio performance, and so on.
2. In application Account search able drop-down will allow user to search the account number basis on the Account Number, Account Name, Account Currency or Branch Code.

Features Supported In the Application

The Wealth Management module of the application supports the following features:

• Open Investment Account
• Risk Profiling
• Purchase Mutual Funds
• Redeem Mutual Funds
• Switch Mutual Funds
• Order Status
• Investment Details
• Transaction Report
• Capital Gain Report
• Dividend Report

• Overview Widget
  This topic describes the information about Overview Widget screen.