Wealth Management Technology
Talking about solutions
Benefit from our vision and investments,
we cover the following functionality, and growing:
Investment Management Solution
✓ Relationship management
✓ KYC
✓ Investment account management
✓ Portfolio management, rebalancing
✓ Payment transactions (Excasso-Collection)
✓ Matching incoming transactions
✓ Buy/sell funds
✓ Value transfer (PSK)
✓ Product design (BOX 1 – BOX 3 Investing)
✓ Cost management
✓ Fund and price management
✓ Workflow management
✓ Digital communication, letters, e-mails, messages
✓ Tax regulations for annuities accrual and benefits
✓ Client portal
✓ Intermediaries and advisory portal
✓ Annual statement
✓ Tax authorities notification
Talero
Customer Portal
✓ A fluent communication- and planning portal connecting employers, insurance companies, and pension institutes with their employees.
✓ A multi-directional communication platform on behalf of employees enables them to keep track of the direction of their retirement and enables them to plan and inform the relevant actors of all relevant changes occurring in their daily lives.
Employee Portal
✓ Open an account (by employer or pension institute)
✓ Gather your expense and income data in 5 minutes (Tax declaration, UPA Salary admin, UPA Employer, MijnPensioenoverzicht, UPA Investment management, NIBUD, CBS)
✓ Enrich your data (tune it to the actual situation and the future)
✓ Pension planner
✓ Create goals and retirement scenarios
✓ Look and analyze your monthly balance between income and expenses in detail, per month, today until the end of time
✓ Connect to advisors share your data and plan an advisory session with an advisor
We move differently.
Together with a fintech organization, we create state-of-the-art cloud products.
We moved differently.
Together with a fintech organization, we create state-of-the-art cloud products.