Financial Technology Expert

www.wealtherp.com

Ampsys Consulting Pvt Ltd

About Ampsys

Ampsys is leading financial technology expert. Offering a range of solutions that help clients with distribution, sales management, and wealth advisory. We are a leading provider in India servicingleading wealth managers, banks, distributors, and independent advisors.

Ampsys is based in Bangalore with a team of over 100 years of combined experience. Team is made of IT specialists and domain experts from mutual fund, insurance, consumer finance and other Financial services industries. Team has worked with some of the well known companies Way2Wealth, Karvy, Satyam, Bank of New York, and Credit Suisse.

What we offer

The financial investments industry is undergoing profound changes in the way it must now serve investors. Clients are demanding variety of investments option delivered seamlessly. Intermediaries have to keep up with changing regulation and the demographics. Making it imperative for intermediaries to invest in technology to keep the investors interested.Solutions

Investment products distributionClient ManagementSales and channel managementFinancial Planning

ServicesCustom development & maintenanceInfrastructure supportConsultingTraining

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Overview of solutions

WealthERP solutions

Distribution. Online/ Offline

Financial Planning

Portfolio Construction

Customer Login

Multi Product tracker

Reporting and Analytics

Sales Management

Revenue Management

Business needs

Range of solutions available to help financial intermediaries

Distribute Mutual funds, Bonds, NFOs, IPOs

Online and offline distribution

Sales and channel management

Customer logins

Middle office and Back office

Performance reporting

Customer statement

Financial planning

Integrate with payment and CRM

Enterprise offering

Configurable multi level hierarchy

Logins to RMs, branches, franchisees, associates

Create research, illustrations, benefits, training collateral and disseminate to teams and clients

Single sign on feature

Integrate easily with existing payment, HR, Trading apps, etc.

360 degree view across products, clients, channels. Business MIS: Across intermediaries, types, AMC, schemes

Data warehousing capabilities

Hosted – white label platform

Direct logins from intermediaries website

Infrastructure, software, upgrades, back ups, security

Our hosted white label platform currently hosts 200 intermediaries with a investor count base 1,50,000.

Quick Go to market. Be up and running in matter of days

Affordable: Cloud implementation is more affordable than conventional Licensed implementation. Offering significantly less Capex and Opex.

Scalability: Start small and grow. Pay as you use

Architecture: Well though out architecture already in place. Organization Hierarchy

Security: Enhanced Security infrastructure and policies in place within the application at both front end, network and back end

Product Features and Roadmap in line with emerging needs

Investors

Investors

Multi Product and

assets

Goals

Online transactions

Analytics

Returns

Financial Plan

Alerts/Remainders

Managed/ Unmanaged

Portfolio

Customer Login

Repository accessible to clients (forms, illustrations)

360 degree view investments

Family investments

Multi-Asset: Equities, MF, life Insurance, General insurance, Property , Govt Savings, Fixed income, Pension & Gratuity, Gold and more

Alerts/Reminders: SIPs, Stop loss, profit booking, portfolio returns, insurance premium due, Fixed Income Maturity, Anniversary, Birthday reminders

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Benefits

Integrated web based platform with access to all. RMs and Wealth Advisors. Product distribution, Advisory, Customers

Data mine customer database and identify cross sell opportunities. Increase share of wallet

Construct Model Portfolio.

Empower sales team/advisors: Offer process and templates on recommendation, portfolio analytics, and proprietary models.

Enhanced customer servicing with direct access to Customer Portfolio and rich multi asset statements

Easy Integration with existing back offices and ERP Applications

Streamline distribution by having your teams and clients information in a single repository

Consolidate data across various product lines (MF, Equity, Insurance, FDs, Real Estate, Loans). Give a Holistic Picture to Customers

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Sample screens

Online mutual fund purchase

MF portfolio analytics

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Asset allocation

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Post sales implementation

Processing Team

Coordinated Communication

Research team

Client Project

Manager

Wealth ERP Project

Manager

ClientsSales

Technology

Management

Audit and Compliance

Product Management

Application development

Audit and Controls

Hardware Support

Management

Application Support

Customer Service &

Documentation

Provides single point of contact

for both client and Wealth ERP

Increased controls, efficiencies,

and consistency

Why Ampsys

Integrated solution, allowing firms to appropriately engage and monitor all the stake holders from research, client facing operation teams and the investors themselves

Flexible and Scalable solution

Customizable and configurable

Low maintenance

Supported by a team that understands the domain and will assist you in implementation

Our clients

Corporates:

Independent Advisors:

More than 150 advisors are using our product pan India.

+91 80-32429514

Ampsys Consulting Pvt. Ltd.No.12, 2nd Floor RR Heights, N.S. Palya.

Bannerghatta Road, Bangalore – 560076

Ph: 80-41305249

sales@ampsys.inProduct Video: http://www.wealtherp.com/live_product

Product Reports: http://www.wealtherp.com/tour

Strictly Private and Confidential