ET Wealth "Asset Management Suite - Backoffice Modules" is a wealth management system that offers a complete range of application modules fully integrated together to fit all ranges of needs for various financial institutions.
It includes the financial data chain connecting the principals, consultants, customers and the financial institution together to provide real-time consolidated portfolio valuation, performance, transactions and
service request information. It also provides customer relationship management, marketing analysis tools
and lead management modules.
Most importantly, the system includes the core portfolio management module to administer and monitor customer portfolios in full dimensions. Sophisticated reporting tools are also available to generate client and management reports.