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BIRT iHub applications for wealth management deliver visual, interactive and relevant insights to investors, regulators, brokers, asset managers and other client-facing employees. These applications give investment firms:

  • Improved customer loyalty with better customer-facing and predictive analytics to anticipate customer behavior and spur investment
  • Improve visibility into operations, supporting regulatory compliance and in turn market confidence
  • The ability to design, process, store and deliver intelligent, personalized customer communications

Cutting-edge analytics and timely financial data engage customers and partners

BIRT-based portfolio management and retirement solutions deliver performance and personalization that exceeds customer expectations. For institutions managing assets for funds, institutions and high net worth individuals, Actuate offers fast access and analytic capabilities to any data without the costs and overhead associated with traditional wealth management dashboard software and storage.

Wealth and asset management applications built with BIRT:

  • Speed development and increase adaptability with flexible open source technology
  • Integrate data from any system and deliver real-time financial data to fund managers and other asset management professionals
  • Market one-to-one using BIRT Analytics to design custom offers and deliver them via print or online statements
  • Give customers and partners complete interactive control of their account data

By delivering powerful, interactive wealth management applications using BIRT, organizations can reduce costs and improve client acquisition, customer loyalty and competitive advantage.

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