Wealth Management | ThoughtSpan Technology
 

Wealth Management

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Customized. Efficient. Secure.

Manage the unique requirements of High Net Worth Individuals with Regulatory Compliance in Mind.

The unique, customized and sophisticated investment vehicles of private wealth management firms require an equally unique and customized management system. With nearly $1 billion in assets under management, our customized Wealth Management system rises to these challenges.

Regulation Monitoring and Management

  • Premium and Contribution guideline oversight
  • 7702 Compliance testing
  • Diversification Reporting

Wealth ManagementAdminister the Account

  • Variety of investment types – Market based, interest bearing, protected principal, annuities
  • Automated notifications – email and hardcopy
  • Transaction processor
  • Periodic statement engine
  • Customizable fee management module.
  • Fund performance