Spectrum Wealth provides comprehensive front-office to back-office functionality for a fully integrated Wealth Management solution. Covering the full range of Treasury and Capital Markets products, Spectrum Wealth manages trade confirmations, payments, accounting, statements and all transaction maintenance activities. Efficient client relationship management is accommodated with real-time pricing and portfolio updates. Dynamic Web Publishing capabilities, along with multi-lingual functionality, facilitates client correspondence in clients' language of choice. Institutions that recognize the growing importance of wealth management services will want to rely on Spectrum Wealth for its comprehensive instrument coverage, client relationship monitoring, and real-time capabilities.
• Comprehensive Support for FX, Money Markets, Fixed Income, Equities and Derivatives
• Integrated Internet Portal for Clients' Self-Directed Investment Management
• Comprehensive and Automated Credit and Collateral Checking and Management
• Fully Integrated Straight-Through-Processing to General Ledger Accounting
• Consolidated Client Statements for Collateral, Transactions, Positions and P&L
• Highly Professional Multi-Lingual Correspondence including Online Statements, Transaction
Confirmations, and SMS and Email Notifications
• Real-Time Risk Transfer to Wholesale Risk Management Systems