Herald Logic offers an IntelliRADAR based Wealth Management Solution. The solution is tailored to the specific needs of the wealth management businesses of banks, independent advisory firms as well as distributors targeting the affluent and mass affluent customer segments. The solution helps our clients in positioning themselves for the imminent move towards planning driven advice and distribution of financial products to their target customer segments.

The Wealth Management solution is a comprehensive and highly flexible advisor platform providing:

• Sales management
• CRM
• Financial planning
• Plan implementation
• Plan tracking (with account consolidation)
• Client communication (E-mail/ SMS)
• Client self-service over Internet
• Compliance