Next Generation Wealth Management solutions for Insurance and Financial Professionals

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1 Next Generation Wealth Management solutions for Insurance and Financial Professionals

2 We can change the way we manage our client s wealth by providing them with powerful information about their portfolios at their fingertips and provides us with our clients information at our fingertips -Private Banker / Wealth Advisor Acquire new clients faster Manage Documents better Use social predictive analytics Be more productive Free up personal time Build New Relationships faster Create new opportunities Serve Better with latest tools Empower client Align clients goals and results What is FORTUNA? FORTUNA is a wealth management solutions accelerator and framework from Scalable Systems using Mobile, Social and Cloud intelligence to help financial professionals acquire, retain and serve their wealth management clients base faster and better Increase effectiveness Double your targets Become savvy and focused Smash the competition Exceed client expectation Money does not grow on trees. It grows with FORTUNA

3 Using FORTUNA Mobility Advisors allows you to: Clients segmentation anywhere View client s portfolio anytime. Plan client s calls and visits faster. Track pre sales activities such as events, cold calling, s etc. Cache documents before clients visit FORTUNA FOR WEALTH ADVISORS FORTUNA FOR BRANCH MANAGERS Using FORTUNA Social Advisors Can Research client segmentation and demographics Use social predictive Analytics Get new qualified leads faster Track client activities and interests better Spot client trends easily Advise on portfolio faster FORTUNA FOR CLIENTS FORTUNA FOR HOME OFFICE

4 Why FORTUNA? Advanced solution framework for financial advisors embedding the power of next generation Big Data, mobile, social and cloud. Fortuna uses latest mobile technologies such as IPAD and Android harnessing the power of IPAD and Android devices. Fortuna can work with existing technologies such as Salesforce or Siebel. Extend and leverage your existing technology using Fortuna. Extensible solution architecture and adaptable data model which can be entirely customized as per the requirements. Use advanced social analytics from Facebook, LinkedIn, Twitter, Google+ to know your client better and serve them better. Fortuna is constantly updated with new ideas and features providing more power at advisor fingertips. Fortuna ensures industry standard security using powerful security features of underlying proven technologies.

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6 Financial Advisory Solution for Wealth Management About Scalable Systems Scalable Systems is a global software consulting, development and IT outsourcing company providing both offshore and onshore software solutions and integration services to business enterprises around the globe. Scalable Systems has proven expertise in encompassing low cost, high quality and reliable software solutions and services in areas like Data Warehousing, Business Intelligence, Web and Custom Application Development. With deep domain expertise in financial services, Scalable Systems provides services such as financial data integration, master data management, financial dashboard, financial scorecards, budgeting, forecasting, financial analytics and reporting. We differentiate ourselves by focusing on quality of data, concise dashboards with just the right data rather than fancy dashboards with lots of unnecessary data. Our focus on solving specific problems and the ability to work on a tight budget with a tight schedule helps our customers to achieve the end result without compromising the quality. Get Started Today! Scalable Systems can assist you in raising your wealth management capabilities to the next level using the latest technologies such as mobile and social intelligence. Our module based delivery can show results and benefits in few weeks. Next Generation Wealth Management solutions for Insurance and Financial Professionals [email protected]