WealtHub offers easy installation and customizable design, allowing you to seamlessly integrate it with your brand identity. Its modular structure enables you to begin with the specific services you need, ensuring a fully tailored experience that can scale as your requirements grow.
Automate and unify processes that usually require manual work. WealtHub's versatile user interface, advanced profiling engine, robust data management, and comprehensive reporting capabilities empower you to craft a wealth management service tailored to your ambitions and vision. Effectively manage your customer dialogues, product portfolio and generate the precise reports your clients need, ensuring a seamless and personalized experience.
Digitization and Digitalization of regulatory compliance is non-negotiable. By automating compliance tasks, your teams can be sure they are taking the right measures and following the right processes, at the right time. Let your wealth management advisors focus on investment management not compliance.
WealtHub ensures compliance with essential regulations such as MiFID II (EU) and GDPR and more, for both you and your clients. And can easily adapt to additional regulations. WealtHub utilizes the data captured for compliance for profiling and product recommendations to align with your specific requirements, and drive your sales. The same data can also be used for other purposes by integrating to customer journeys.Clients have secure online access to all their data, meeting GDPR regulations. Additionally, our platform allows easy downloading of product data from partners that can be managed online, including fees and other essential information.
Our platform runs in the cloud for speed, cost-effectiveness, and scalability, while ensuring the highest degree of protection and enterprise-level data security - always ensuring you have the latest service version.
ReSys manages your enterprise databases and applications on a secure, purpose-built cloud platform
Enjoy the advantages of cloud technology while adhering to local and international regulations.
Ensure top performance, scalability, and reliability
Minimize your data center footprint, enhancing sustainability
Managed Cloud Infrastructure
ReSys’ platforms offer advanced technologies and streamlined processes.
Host cloud-native products and services on your preferred cloud
Ensure swift time-to-market via our SaaP model.
Integrate with existing on-premises technology, maximizing your current investments
Managed Cloud Services
ReSys ensures complete visibility into services across multi-cloud deployments
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Rest assured that all essential compliance elements are managed
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Benefit from shared security and privacy features from top cloud providers.
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Let us manage the process as your trusted SaaP provider
Management Services
ReSys manages your enterprise databases and applications on a secure, purpose-built cloud platform
-
Enjoy the advantages of cloud technology while adhering to local and international regulations.
-
Ensure top performance, scalability, and reliability
-
Minimize your data center footprint, enhancing sustainability
Managed Cloud Infrastructure
ReSys’ platforms offer advanced technologies and streamlined processes.
-
Host cloud-native products and services on your preferred cloud
-
Ensure swift time-to-market via our SaaP model.
-
Integrate with existing on-premises technology, maximizing your current investments
Managed Cloud Services
ReSys ensures complete visibility into services across multi-cloud deployments
-
Rest assured that all essential compliance elements are managed
-
Benefit from shared security and privacy features from top cloud providers.
-
Let us manage the process as your trusted SaaP provider
Management Services
Focus on your clients and business while Resys handles infrastructure and operations. The cloud native solution utilizes the cloud infrastructure service to ensure enterprise level data security and scalability, while also reducing time-to-market and minimizing risks.
Effortless and worry-free cloud transformation with SaaS
CLOUD?
Typical Challenges
WHY?
Manual processes involve a multitude of tasks that take time to complete, are repetitive and often duplicated. Time wasted on manual administration could be better spent engaging prospects, serving clients more attentively or formulating the next best recommendations. This is why WealtHub digitizes the client data collection, where consistent data gathering and processing eliminate friction from data capture processes. Integration with other systems ensures latest data is always available to support client needs.
01
Too much administration
When client activity is recorded in numerous unconnected systems, each with separate logins, gaining a single client view is challenging. Not knowing when to make contact, or with what kind of advice, leads to missed opportunities to grow revenues. Client service management should not be up to personal initiative or be at risk for the lack of coordination. WealtHub offers a single view of data, with automation and offer recommendations. Your team is prompted when actions should be taken, where in-built business intelligence and reporting functionality helps improve client life cycle management processes and insights.
02
Poor access to information
Trying to keep up with the ever-increasing regulations is becoming a struggle for any wealth management providers. Manual compliance management is a liability and bottleneck that takes a lot of time and resources, where even dedicated compliance teams are struggling to keep up. WealtHub automates compliance tasks so both advisors and compliance teams can be sure they are taking the right measures and following the right processes, at the right time. It also offers flexibility and ease of change, to support constantly evolving regulatory requirements and business needs. Compliance data can also be leveraged to create additional value in customer journeys.
03
Compliance is becoming a burden
For wealth management service providers who wish to create a digital user experience for their clients. Purpose built to meet the increasing demands from regulations, and solve the digitization, digitalization and cloud transformation of customer lifecycle management.
The modular approach enables fast and cost efficient adaptation to business needs, with no “hidden” service costs.
HOW?
Solution
Online form engine that enables business developers to create online data gathering dialogs to fulfill both compliance requirements like KYC and client needs assessments in a user friendly manner. Both as a self service or during advising
01 - Dialob
Rule-centric workflow platform that enable users to create and associate workflows to automate WealtHub processes and functionalities
02 - theWrench
A lightweight CMS tool to manage the content and services published via client portal
03 - theStencil
Standalone portal for providing clients online access to their data
04 - Client Portal
Provides services for advisors to manage client requests, both online and offline
05 - Front Office Portal
Provides access for users that configure the WealtHub functionality and processes
06 - Back Office Portal
The Technical Approach
WealtHub technology foundation is based on ReSys low code technology platforms
COMPONENTS?
Get in Touch
INTERESTED?
About ReSys Ltd
ReSys is a bespoke software development service provider headquartered in Tallinn, Estonia: the IT hub of Europe.
Since 2015, we have been developing and delivering cost-effective enterprise solutions across different industries like finance, manufacturing, and eGovernment.
Our roots are in the finance sector but we have expanded our footprint to other verticals providing business-critical solutions. Our responsive, platform-driven, lean approach to development has cultivated trusted relationships with our customers.
Time to operation
Using a lean development approach together with our platforms, we shorten the development cycle and avoid unnecessary noise that can cloud the development process.
Experiences
As an international company with clients in five European countries, we deliver solutions for different verticals, ranging from finance and insurance to government and manufacturing.
To all of our clients, we bring proven flexibility, product delivery, and continuous support across all our solutions.
Speed
We assure our clients of production-ready solutions tailored to their specific needs in a short time, accelerating the development cycle and reducing lifecycle management costs.
More info:
Company
WHO ARE WE?
Introduction to WealtHub
PITCH
Wealthub is a cost-effective, cloud-based Customer Life Cycle Management for wealth management service providers wanting out-of-the-box ease of use. A functionally rich, fast to adopt SaaS solution requiring no bespoke customisation and minimal maintenance.
