WealthCraft Systems Limited provides leading wealth management solutions to financial institutions across Asia Pacific. Our vision is to support our institutional customers in providing clear, accurate, and practical advice to their investing clients leading to informed investment decisions, ultimately helping investors to achieve their long term financial goals. WealthCraft’s platform is centred around its principal business solution Advisor Workbench (AWB), a highly specialised business vertical built on Microsoft Dynamics CRM 4.0. AWB facilitates efficient and effective customer relationship management, financial planning, investment research, portfolio management and trade execution. AWB helps financial institutions enhance customer loyalty, improve financial advisor productivity, strengthen customer relationships and increase assets under management.

In addition to AWB, WealthCraft also offers integrated back-office systems providing order execution, order management, portfolio and commission management.

Wealthcraft’s new revolutionary FundsMX is a Software plus Services platform for mutual funds automation using industry standard ISO20022 SWIFTNet Funds. Institutions using FundsMX can dramatically reduce costs of administration, increase customer service levels, and manage risk much more effectively by achieving straight-through processing of all unit trust operations. FundsMX is built on Microsoft BizTalk Server 2006 R2.

Financial services Application Development and Hosting
Business Intelligence
Customer Relationship Management
Finance, Accounting and HR
Integration
Mobility
Systems and Network Management
Training