Wealth Management Isn’t Just for the Wealthy Anymore —
It’s for the Digitally Empowered.

Deliver Personalized, Insight-Led Investment Journeys Across Every Customer Segment.

Why Legacy Investment Platforms Miss the Mark in a Modern Market

Modern investors demand real-time, personalized insights—yet outdated, siloed wealth systems fall short, leading to poor experiences and missed opportunities.

0 %

 of HNI and retail investors prefer hybrid digital + human engagement models for wealth services

0 %

of financial institutions say outdated wealth platforms limit personalization and product diversification

What Investment & Wealth Management Platforms Must Deliver

A next-gen wealth experience must be goal-driven, insight-rich, scalable, and compliant by design.

360° Portfolio View

Unified visibility across mutual funds, insurance, equities, ETFs, fixed income, PMS, and digital gold

Digital Onboarding & Risk Profiling

Paperless, real-time KYC, risk score computation, and segment assignment with consent tracking

Goal-Based Planning Engine

Personalized journeys for retirement, education, wealth creation, and liquidity events — with progress tracking

Product Marketplace & Execution Layer

Invest, redeem, switch, and rebalance across curated financial products in a single interface

AI-Powered Advisory Recommendations

Suggest actions based on market changes, client goals, and behavioral signals

Advisor & RM Workbenches

Tools for call planning, model portfolio push, SIP tracking, and upsell/cross-sell prompts

Regulatory Compliance & Audit Trails

Support for SEBI, FATCA, CRS, and RBI guidelines — with logs, documentation, and access controls

Investor Education & Content Modules

Integrated market explainers, risk alerts, calculators, and goal visualizations

Today’s wealth journeys demand transparency, speed, and hyper-personalization — not static PDF statements.

Why INT. Builds Wealth Platforms That Power Both Investors and Advisors

We design platforms that serve mass-affluent, HNI, and retail investors — and empower RMs and advisors with automation, data, and control.

Segment-Based UI/UX Models

Distinct journeys for first-time investors, emerging HNIs, and ultra-HNIs — mapped to goals and advisory preference

Omnichannel Readiness

Launch journeys across app, portal, RM-assisted flows, call centers, and kiosks — with consistent product access

Real-Time Portfolio Analytics

Track gains/losses, NAV fluctuations, XIRR, volatility, and diversification metrics with interactive charts

Third-Party Integration Layer

Connect with CAMS, KFinTech, MFU, BSE StarMF, NSE NMF II, RTA feeds, CRMs, and credit scoring systems

Multi-Tenant, Multi-Advisor Platform

Manage multiple portfolios, sub-brands, or advisors — with role-based permissions and firm-level controls

AI/NLP Integration for Search & Assistants

Let investors or advisors query portfolios, tax implications, or product matches via voice or chat

INT. transforms wealth platforms from passive repositories to active relationship accelerators.

case studies

Proof That Speaks

Featured

47%

increase in SIP and lump sum transactions within 6 months of rollout

38%

improvement in RM productivity through automated advisory workflows and reporting

Get a Free Wealth Experience & Platform Readiness Audit

We’ll help you map gaps across customer, advisor, and compliance workflows — and identify where automation, intelligence, or UX can unlock performance.

You’ll receive:

  • Goal and risk profiling journey audit
  • Platform feature-functionality readiness score
  • Product access, marketplace, and execution gap analysis
  • Advisor enablement and portfolio visibility assessment
WHO WE ARE

At INT., excellence and innovation drive everything we do.

We go beyond maintaining operations—we empower businesses with data, insights, and best practices to stay ahead in an ever-evolving digital landscape.

Years of Excellence
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Offices Worldwide
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Solution Experts
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Worldwide Happy Clients
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