Bullfinch Wealth Suite

Bullfinch Wealth Suite, from kgisl, is an integrated front, middle and back-office solution for managing complete wealth management life cycle. It comprises components for

  • Prospect management
  • Client profiling, financial planning, asset allocation and product selection
  • Contact management
  • Trade life cycle management for various asset classes
  • Equity
  • Mutual funds
  • Fixed Income Bonds
  • Derivatives
  • Structured Products
  • Managed Accounts
  • Other Investments
  • Portfolio monitoring, goal tracking and analytics
  • Reporting and communication

IT Consulting services focused on Outcomes