Finacle is a global company with multi-country expertise, capability and reach
BRANCHES
COUNTRIES
OVER A BILLION PEOPLE
BILLION ACCOUNTS
Overview
Reimagining Wealth Advisory with Insight-Led Engagement
Finacle Wealth Advisor is a cloud-native, AI-enabled platform designed to empower Relationship Managers across the wealth advisory and investment lifecycle. Built for a digital-first wealth landscape, it enables banks to deliver personalized, insight-driven advisory while enhancing advisor productivity and client engagement.
By bringing together a 360° client view, AI-led insights, integrated workflows, and seamless transaction execution within a unified advisor workbench, the platform enables timely, data-driven recommendations aligned to client goals, risk profiles, and evolving needs.
With real-time analytics, omnichannel engagement, and streamlined operations, Finacle Wealth Advisor helps banks strengthen client relationships, improve operational efficiency, and scale wealth advisory delivery effectively.
Market Benchmarking
Everest Group Peak Matrix® for Wealth Management Products Provider 2023
Read this report to learn why Infosys Finacle is rated a Leader among 16 wealth platform providers. Get detailed insights on the capabilities and strengths of the Finacle Wealth Management Solution and why top banks like DBS and Axis Bank trust us to drive their success.
Kriti Gupta, Practice Director, Everest Group – “Dedicated focus on enabling technology capability via detailed dashboards, client portal, analytics processing, and 360-degree view of customers along with well-established presence in Asia and the Middle East, have helped Infosys Finacle secure a positioning as a Leader in Everest Group’s Wealth Management Products PEAK Matrix® Assessment 2023.”
Feature Rich Solution
Transforming Advisory with Intelligent Capabilities
- Unified advisory platform bringing together clients, portfolios, transactions, and performance information in a single advisor workbench.
- AI-led personalized advisory delivering risk-aligned recommendations, scenario analysis, and real-time insights tailored to client goals.
- Intuitive interface with embedded automation that streamlines workflows, reduces manual effort, and enhances RM productivity.
- Seamless end-to-end transaction execution enabling efficient and frictionless processing across the investment lifecycle.
- Insight-driven portfolio management with real-time dashboards, portfolio visibility, and performance analytics.
One of the largest financial institutions in Trinidad and Tobago, implemented the Finacle Wealth Advisory solution to enhance RM productivity and deliver personalized client engagement at scale. With real-time portfolio insights and integrated dashboards for tracking targets, managing appointments, and capturing client interactions, the solution strengthened advisory efficiency and streamlined digital wealth workflows.
AI-Ready, Scalable Gen-Next Architecture
Modern Technology Platform to Optimize Wealth Advisory
- Scalability: Drive cloud adoption for growing transactions and client needs.
- Composability: Modernize with a modular flexible framework offering plug-and-play capabilities.
- Seamless integration: Enhance collaboration across financial systems with platform-agnostic design.
- Multi-entity: Support multi-currency, multi-lingual, and cross-border operations.
- Agility: Co-innovate with continuous upgrades to integrate new technologies.
One of the leading financial institutions in the Middle East, implemented a unified advisor workbench to streamline RM activities and investor processes across the advisory lifecycle. By integrating automation, portfolio capabilities, and email applications within a single platform, the solution enhanced RM productivity, improved operational efficiency, and accelerated personalized wealth advisory delivery.
Unveiling Key Benefits
Driving smarter Advisory, scalable growth, and seamless client experiences
- Enhance RM productivity through streamlined workflows and automation.
- Improve operational efficiency with unified advisory and execution capabilities.
- Drive revenue growth through intelligent cross-sell and up-sell opportunities.
- Enable scalable wealth advisory delivery with lower operational costs.
- Deliver personalized omnichannel experiences that strengthen client trust and engagement.
One of the largest banks in Greece, implemented Finacle Wealth Advisor to strengthen its wealth management capabilities. By integrating AI-led advisory tools, streamlined workflows, and seamless investor process management, the solution enhanced RM productivity, enabled personalized wealth experiences at scale, and improved operational efficiency through automation and digital advisory.
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