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Enable personalized investment experiences, portfolio visibility, and data-driven wealth management at scale.
Investment and wealth management solutions are essential for financial institutions to deliver personalized advisory, portfolio management, and seamless customer experiences. These platforms enable organizations to manage assets efficiently, provide real-time insights, and enhance investor engagement.
However, many institutions still rely on legacy systems, fragmented data, and manual advisory processes, leading to limited portfolio visibility, delayed decision-making, and suboptimal customer experiences. This restricts scalability and impacts client trust and retention.
By integrating these capabilities, INT. enables financial institutions to enhance investor experience, improve portfolio performance visibility, and scale wealth management services across Banking & Financial Services ecosystems.
A next-gen wealth experience must be goal-driven, insight-rich, scalable, and compliant by design.
Unified visibility across mutual funds, insurance, equities, ETFs, fixed income, PMS, and digital gold
Paperless, real-time KYC, risk score computation, and segment assignment with consent tracking
Personalized journeys for retirement, education, wealth creation, and liquidity events — with progress tracking
Invest, redeem, switch, and rebalance across curated financial products in a single interface
Suggest actions based on market changes, client goals, and behavioral signals
Tools for call planning, model portfolio push, SIP tracking, and upsell/cross-sell prompts
Support for SEBI, FATCA, CRS, and RBI guidelines — with logs, documentation, and access controls
Integrated market explainers, risk alerts, calculators, and goal visualizations
Today’s wealth journeys demand transparency, speed, and hyper-personalization — not static PDF statements.
Analyze investment workflows, advisory needs, and customer journeys
Define scalable, secure, and API-first architecture
Connect trading systems, CRM, and financial data sources
Build intuitive interfaces for advisors and investors
Ensure accuracy, security, and regulatory compliance
Launch and continuously enhance platform performance
We design platforms that serve mass-affluent, HNI, and retail investors — and empower RMs and advisors with automation, data, and control.
Distinct journeys for first-time investors, emerging HNIs, and ultra-HNIs — mapped to goals and advisory preference
Launch journeys across app, portal, RM-assisted flows, call centers, and kiosks — with consistent product access
Track gains/losses, NAV fluctuations, XIRR, volatility, and diversification metrics with interactive charts
Connect with CAMS, KFinTech, MFU, BSE StarMF, NSE NMF II, RTA feeds, CRMs, and credit scoring systems
Manage multiple portfolios, sub-brands, or advisors — with role-based permissions and firm-level controls
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.
INT. combines deep financial domain expertise with scalable digital frameworks to deliver wealth management platforms that enhance advisory capabilities and investor engagement.
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:
INT. is a leading provider of investment and wealth management solutions in India, enabling financial institutions to deliver personalized advisory, improve portfolio visibility, and scale services with 28+ years of expertise.
