Banking & capital markets

Wealth management

Transforming wealth management end to end

Techvedic Wealth360 helps wealth managers anticipate change, drive efficiencies and offer creative solutions in maximizing their clients' investments.
Techvedic Wealth360’s end-to-end wealth management capabilities include:
Portfolio management

Techvedic Wealth360 Portfolio management offers a complete portfolio management toolset on a single, integrated platform.

Fund accounting

True multi-currency and comprehensive solution supporting fund valuation and fund administration.

Techvedic Funds360

Fully integrated, flexible, modular and scalable suite of investment funds processing, order management and record-keeping services

Plan administration

Modular, service based, comprehensive registered plan administration & record-keeping platform

Securities processing

Real-time, true multi-currency brokerage processing platform

We deliver these capabilities through the following services:
Systems integration
  • Proven large-scale, on-time, on-budget project delivery experience from a global systems integration leader, with a large pool of local and global delivery experts
  • Wide spectrum of flexibility provided by five unique integration points—UI widgets, analytic services, business services, data services and file processing services
  • Easy interoperability via robust data services, web/REST service integration and ETL-managed file transfers
Application services
  • Scalable, on-demand infrastructure-as-a-service based on a modern technology stack leveraging an elastic cloud-based and Linux-based solution
  • Enhanced quality assurance through the following: testing strategy, planning and management; performance, security and penetration testing; test automation; and mobile testing
  • DevOps efficiency enabled by real-time application monitoring
  • Dedicated multi-tier support desk built on a client-centric service delivery chain
  • Reduced risk through comprehensive application of audit policies, standards (CSAE 3416, ISAE 3402, SSAE 16) and thorough security protocols
  • Improved agility and quality built on a best-in-class technology stack that modularizes the platform into components
Business consulting
  • Expert wealth business process assessment, requirements analysis, and business case development services
  • Maximum business agility by leveraging business domain (BIAN model) componentization architecture
  • Adherence to regulatory compliance through development of rules-based, user-defined, pre- and post-trade investment/trading constraints (hard and soft)
Business process services (BPS)
  • Global delivery model providing business continuity and resilience while reducing ongoing costs, freeing up capital and improving corporate profitability
  • Automation and improved workflows enabling flexibility and scalability to meet evolving business and technical requirements
  • Intelligent automation technologies to increase service capacity, generate savings opportunities and improve customer experi
Intelligent automation
  • Full suite of end-to-end wealth and asset management platforms offering distinct levels of automation for driving front-back office efficiency and a next-generation advisor experience
  • Implementation services using the full spectrum of intelligent automation technologies, from robotic process automation (RPA) to artificial intelligence (AI)
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