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.
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.
360Âş 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.
Web based upgraded version catering to end-to-end investment management with host of additional features.
Fund administration and investor services product.
Connect with Azentio
We’d love to hear from you and answer your questions.