Wealth Management

  1. home
  2. wealth management

Wealth Management in IT Industry

Wealth Management is an investment advisory service that combines other financial services to address the needs of the affluent clients. A wealth management advisor is a high-level professional who manages an affluent client’s wealth holistically, typically for one set fee. Equipping wealth managers with digital tools and processes to enable business transformation and drive modernisation across client channels, advisory and trading platforms. Assisting retirement firm in their transformation journey.

  • Clients on boarding and KYC
  • Portfolio management, trading/transactions
  • Trade processing, data management, risk and compliance
  • Empower advisors with digital tools to provide enhanced client experiences.
  • Digital transformation across defined contribution and employee benefit for requirement business units.

The responsibilities of wealth management include relationship management, helping clients with their details account details, and providing advice on financial investments. To be successful as a wealth manager, a person should have the ability to explain complex information, be confident and has good sales and negotiation skills.

Testimonials

Savita Verma

IT Project Manager

The Project Managers & Developers at Softree is always available, extremely knowledgeable, and comes with a tremendous "can-do" attitude. Greatest appreciation to Softree and the team for the outstanding job they do for us. Highly recommended, They have good experts of UI Designers, Mobile App & Web developers.

PAUL LEO

Director of IT

Softreey is definitely a business partner that we’re able to count on. .I had total confidence in the team. The developers team, the project management team, everyone was working together as if they were part of our company at our office.

Rakesh Sharma

CEO – IT Startup

Softreey team has worked incredibly hard and taken ownership of the product development and support/enhancements App & New HR Tool project as of their own product. I would highly recommend Softreey Team for any such software project development.

Suresh Narayan

Global Resource Manager

We thank Softreey for supporting us during the growth phase of FY’21. The support at Bangalore for the ad-hoc need of the Systems team over the weekend with a TAT of fewer than 24 hours is much appreciated. Overall, the conversion rate of Sourcing to Offer and Offer to Joining which is above 80-90% is highly appreciated.

Jessi Sheba

Talent Acquisition Manager

Thank you for sticking with us all the time and support our Onsite IT hiring. We appreciate the time and effort you have invested to help us achieve great results. Your support and actions are helping us achieve an excellent hiring process. We look forward to such a great partnership for years to come.

Smitha

IT Architect

We lean on partners like Softreey to fill the voids we cannot handle. Softreey has all the services wrapped in one, and that to me is the reason why I would refer Softreey as a one-stop-shop.