S3 Digital Technologies
Our Platform
Unlock the power of artificial intelligence and elevate your advisory services to new heights. Our Wealth Management platform provides IFAs, Private Banks, Family Offices, and Wealth Managers with transformational tools and features to unlock new opportunities, boost advisor productivity and exceed client expectations!
Digital CRM + CLM
From onboard to offboard – manage end to end customer relations.
Digital Planning
Build personalized proposals for varied customer needs, risk profiles.
Digital Shopping
Offer wide variety of investment products with an ecommerce like experience.
Digital Engagement
Win trust & build long lasting client relations with personalized engagement.
Digital Sales
Grow your business with right prospecting and high performing campaigns.
S3 Digital Technologies
Key Features
Advisor Console
- CRM
- Client Lifecycle Management
- Goal Planning
- Predictive Analytics and Client Insights
- Digital Engagement
- Portfolio Analytics and Simulations
- Model Management , Back Testing and Scenario Analysis
- ESG Analytics
- Private Assets
- Portfolio Reporting
- Rebalancing and Auto Investing
Compliance Console
- Due-Diligence
- Pre Trade and Post Trade Compliance
- Limits Management
- Document Tracking
- Audit
Investor Console
- Self Onboarding
- Action Centre
- Portfolio Monitoring(Activity, Performance and Allocation)
- Multi Asset Investing
- Document Vault
- Digital Collaboration
- Survey and Service Tracking
- Insights, Alerts and Recommendations
- Goal Tracking
Ops Console
- Product MDM
- Trade Management
- Multi Asset Order Management
- Corporate Actions
- Accounting and Ledgers
- Fee and Revenue Management
- Pre and Trade Compliance
- Workflow and Tracking
- Advises and Statement
- Reconciliation
S3 Digital Technologies
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