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Wealth Management Overview
 • Spectrum WEALTH

 • Spectrum's Technology
     Advantage
Margin Trading
Prime Brokerage
Broker-Dealers
Fund Managers
Corporations


Demographic shifts and the worldwide expansion of personal wealth has created a unique opportunity for banks that aspire to provide state-of-the-art wealth management services. Financial Software Systems has combined the power and flexibility of our MarginTrac software with the comprehensive functionality of Spectrum Treasury to create a unique and robust solution for wealth managers. Now your customers can trade across multiple instruments on a credit or collateralized basis using one platform which provides real-time, consolidated and multi-lingual information to the bank and the client.


Private Banking


Spectrum Wealth provides comprehensive front-office to back-office functionality for a fully integrated Wealth Management solution. Covering the full range of Treasury and Capital Markets products, Spectrum Wealth manages trade confirmations, payments, accounting, statements and all transaction maintenance activities. Efficient client relationship management is accommodated with real-time pricing and portfolio updates. Dynamic Web Publishing capabilities, along with multi-lingual functionality, facilitates client correspondence in clients' language of choice. Institutions that recognize the growing importance of wealth management services will want to rely on Spectrum Wealth for its comprehensive instrument coverage, client relationship monitoring, and real-time capabilities.

• Comprehensive Support for FX, Money Markets, Fixed Income, Equities and Derivatives
• Integrated Internet Portal for Clients' Self-Directed Investment Management
• Comprehensive and Automated Credit and Collateral Checking and Management
• Fully Integrated Straight-Through-Processing to General Ledger Accounting
• Consolidated Client Statements for Collateral, Transactions, Positions and P&L
• Highly Professional Multi-Lingual Correspondence including Online Statements, Transaction
     Confirmations, and SMS and Email Notifications
• Real-Time Risk Transfer to Wholesale Risk Management Systems


Spectrum


Built on Web service standards, Microsoft .NET-connected software makes the "real-time" enterprise a reality by enabling information to flow seamlessly, from Front- to Back-Office. Real-time processing delivers incredible value for on-line Portfolio Analytics, comprehensive Credit Limits and Collateral Management, and Desktop Alerts, all without having to wait while the system is updated. Using .NET-connected software also means users work more efficiently through the use of highly automated processes, with less time devoted to manual intervention or reconciliation.

• Built Using Microsoft .NET Technology
• Programming Languages are C# and C
• 4-Tiered Architecture for Speed, Reliability and Scalability
• Choice of MS SQL Server or Sybase for the Database
• Comprehensive Data Publishing
• Horizontally Scalable
• Seamless Integration via XML, with Standard Interfaces to Trading and Accounting Systems
• Highly Secure for Internal Operations and for Web Publishing