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Softhub offers asset and portfolio managers the right solution with the right set of operational tools to excel at their performance in private wealth management.

Our solution offers an integrated wealth management experience in a single platform, covering the full investment cycle including modules such as CRM, portfolio analysis, rebalancing, compliance monitoring, risk management, performance attribution, and client reporting. The following key benefits are realized by our solution:

  • In-depth client profiling
  • Sophisticated investment management & reporting
  • Full credit and collateral management
  • Powerful risk management and risk aversion tools
  • Customised strategies for individual client requirements
  • Straight-through processing (STP) for all accounts and investments operations
  • End-user dashboard & mobile app for portfolio management
  • Compliance with regulatory KYC, AML, and FATCA
  • Internal compliance monitoring engine