Oracle FLEXCUBE Private Banking

Manage the Entire Wealth Management Business Cycle

Plan, record, track ,and manage a customer's wealth across a range of asset classes and instruments to deliver increased financial advisor productivity and improved customer relationships.

 
 
 
Overview
  • Wealth lifecycle management and CRM tools to track customer wealth
  • Multi-language support to display data in the user's preferred language
  • FATCA tools for improved compliance management and operations reporting
  • Tablet support with anytime access to personalized 360-degree view dashboards
  • Bloomberg interface for enhanced tracking of portfolio performance
Benefits
  • Internationalization simplifies order initialization and speeds transaction
  • Increases productivity with complete portfolio performance management
  • Dual currency deposits support multi-currency investment strategies
  • Supports multi-lingual products in multi-geographic bank settings
  • FATCA support improves regulatory reporting standards

More about Oracle Financial Services

Oracle

Oracle is the unchallenged leader in Financial Services, with an integrated, best-in-class, end-to-end solution of intelligent software and powerful hardware designed to meet every financial service need.

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