Transforming advisory with Azentio's MFund Plus WMS.
Azentio’s omni-channel wealth management solution offers seamless support across the entire investment lifecycle, from relationship management and branch onboarding to goal-based financial planning, transactions, and reporting. Powered by MFund Plus WMS, it enables advisors to deliver personalized, bespoke advice while managing diverse asset classes with efficiency and precision.
360º customer view
Provide a complete customer profile, empowering relationship managers to tailor investment strategies.
Revenue & incentive management
Drive revenue growth by effectively managing sales incentives and commissions for advisors.
Robo advisor
Leverage AI-driven insights with robo advisors for automated, personalized investment guidance.
Digital collaboration hub
Enhance customer interaction and collaboration with a digital contact and collaboration center.
Responsive web & mobile application
Offer a seamless user experience with adaptable, on-the-go access via responsive platforms.
On-demand customer access
Enable customers to access services anytime, anywhere via responsive web and mobile apps.
Proactive engagement
Manage your sales pipeline effectively with a built-in CRM for seamless customer interaction.
Digital onboarding across channels
Simplify customer onboarding with digital tools across multiple platforms for easy access.
Holistic financial & goal planning
Offer personalized investment plans using multi-goal, life event, and market simulations.
Predictive analytics & automation
Streamline analysis with automated, scenario-based predictive analytics to improve decision-making.
360º customer view
Provide a complete customer profile, empowering relationship managers to tailor investment strategies.
Revenue & incentive management
Drive revenue growth by effectively managing sales incentives and commissions for advisors.
Robo advisor
Leverage AI-driven insights with robo advisors for automated, personalized investment guidance.
Digital collaboration hub
Enhance customer interaction and collaboration with a digital contact and collaboration center.
Responsive web & mobile application
Offer a seamless user experience with adaptable, on-the-go access via responsive platforms.
On-demand customer access
Enable customers to access services anytime, anywhere via responsive web and mobile apps.
Proactive engagement
Manage your sales pipeline effectively with a built-in CRM for seamless customer interaction.
Digital onboarding across channels
Simplify customer onboarding with digital tools across multiple platforms for easy access.
Holistic financial & goal planning
Offer personalized investment plans using multi-goal, life event, and market simulations.
Predictive analytics & automation
Streamline analysis with automated, scenario-based predictive analytics to improve decision-making.
360º customer view
Provide a complete customer profile, empowering relationship managers to tailor investment strategies.
Revenue & incentive management
Drive revenue growth by effectively managing sales incentives and commissions for advisors.
Robo advisor
Leverage AI-driven insights with robo advisors for automated, personalized investment guidance.
Digital collaboration hub
Enhance customer interaction and collaboration with a digital contact and collaboration center.
Responsive web & mobile application
Offer a seamless user experience with adaptable, on-the-go access via responsive platforms.
Connect with Azentio
We’d love to hear from you and answer your questions.