Enterprise Wealth and Investment Technology for the AI Era

Praisindo helps banks, asset managers, insurers, pension funds, and financial service providers modernize wealth management, investment operations, and portfolio intelligence through scalable platforms and AI-enabled innovation.

60+ Clients
Across Financial Institutions
USD 100B+
Investment Assets Supported
20+ Years
Financial Technology Experience
ABOUT PRAISINDO

Built on Deep Financial Technology Expertise

Praisindo combines more than two decades of experience, proven implementation capabilities, and continuous product innovation to support mission-critical wealth and investment platforms for financial institutions.

Industry Domain Expertise

Extensive experience across wealth management, customer portfolio management, investment operations, fund administration, and financial institution workflows.

Enterprise Implementation Capability

Structured delivery experience covering configuration, customization, integration, data migration, testing, training, go-live, and long-term support.

Continuous Product Innovation

Ongoing platform modernization across WMS, CPM, IMS, and AI Wealth Navigator to support evolving market, regulatory, and digital transformation needs.

Our Solutions

Solutions for Wealth and Investment Management

Praisindo helps financial institutions modernize wealth management, customer portfolio management, investment operations, and fund administration through enterprise platforms and AI-enabled innovation.

Wealth Management Transformation

Enable banks and financial institutions to manage client onboarding, risk profiling, advisory workflows, product offerings, order management, and regulatory reporting.

  • Client profiling and suitability assessment
  • Portfolio advisory and monitoring
  • Multi-product order and transaction management

Investment Operations & Fund Administration

Support asset managers, insurers, pension funds, and fund administrators with integrated investment operations, unit registry, fund accounting, and operational control.

  • Unit registry and investor administration
  • Fund administration and fund accounting
  • NAV, valuation, and reconciliation support

AI-Enabled Portfolio Intelligence

Enhance advisory, portfolio monitoring, and goal-based planning with AI-enabled insights that support better decision-making and client engagement.

  • Portfolio analytics and risk visibility
  • Goal-based investment planning
  • Model portfolio and rebalancing support
OUR PRODUCTS

Integrated Wealth and Investment Platform Suite

A suite of enterprise platforms designed to support wealth management, customer portfolio management, investment operations, and AI-enabled decision support.

Praisindo WMS & CPM

Integrated wealth management and customer portfolio management platforms for banks and financial institutions.

Client profiling and advisory workflows
Portfolio consolidation and monitoring
Multi-product order and transaction management

Praisindo IMS

Investment management platform for asset managers, insurers, pension funds, and fund administrators.

Unit registry and investor administration
Fund administration and fund accounting
NAV, valuation, and reconciliation support

AI Wealth Navigator

AI-enabled capability that supports portfolio intelligence, goal-based planning, and advisory decision support.

Portfolio analytics and risk visibility
Goal-based planning support Processing
AI-enabled advisory insights
AI CAPABILITY

AI-Enabled Wealth Intelligence

AI Wealth Navigator enhances Praisindo’s platforms with intelligent insights, portfolio analytics, and decision-support capabilities for wealth and investment management.

Portfolio Intelligence

AI-assisted analytics help institutions understand portfolio allocation, performance, risk exposure, investment objectives, and client suitability more effectively.

Goal-Based Planning

Support advisory workflows by aligning client goals, time horizons, risk profiles, and portfolio strategies through intelligent planning insights.

Risk & Monitoring Support

Enable more proactive monitoring of portfolio drift, concentration risk, market exposure, and suitability indicators across client portfolios.

CLIENT SEGMENTS

Built for Financial Institutions

Enterprise wealth and investment platforms designed for banks, asset managers, insurers, pension funds, and financial service providers.

Banks

Wealth management, portfolio advisory, order management, client reporting, and digital wealth engagement.

Asset Managers

Unit registry, fund administration, fund accounting, valuation, reconciliation, and investment operations.

Insurance Companies

Investment portfolio administration, unit-linked fund support, NAV processing, reporting, and system integration.

Pension Funds

Portfolio administration, investment operations, fund reporting, reconciliation, and long-term investment monitoring.

LATEST UPDATES

Headline News & Events

Stay informed with the latest insights, announcements, and partnerships from Praisindo.

Praisindo Partners with Bank CIMB Niaga to Launch Next-Gen Wealth Management Platform
NEWS
May 26, 2026 5 min read

Praisindo Partners with Bank CIMB Niaga to Launch Next-Gen Wealth Management Platform

PT Praisindo Teknologi has announced a landmark partnership with Bank CIMB Niaga to modernize its retail and private wealth management system (WMS) with AI-powered portfolio insights.

AI Wealth Navigator: Enhancing Portfolio Intelligence for Financial Institutions
INSIGHTS
May 15, 2026 5 min read

AI Wealth Navigator: Enhancing Portfolio Intelligence for Financial Institutions

AI Wealth Navigator enhances Praisindo’s wealth and investment platforms with portfolio analytics, goal-based planning, risk visibility, and decision-support capabilities for financial institutions.

Masa Depan Wealth Management dengan AI: Dari Insight ke Action
INSIGHTS
Feb 8, 2026 6 min read

Masa Depan Wealth Management dengan AI: Dari Insight ke Action

AI mengubah wealth management dari sekadar pelaporan menjadi rekomendasi yang dapat dieksekusi—dengan guardrail risiko, auditability, dan personalisasi skala besar.

View All News & Events

Ready to Modernize Your Wealth and Investment Platform?

Talk to Praisindo’s solutions team to explore how our WMS, CPM, IMS, and AI-enabled capabilities can support your wealth management, investment operations, reporting, and client engagement needs.

Get in Touch

Contact our team to learn how Praisindo can support your wealth management, customer portfolio management, investment operations, and AI-enabled digital transformation initiatives.

Contact Information

Headquarters

Praisindo Teknologi, Jl. Empu Sendok No. 53, Senopati,Kebayoran Baru
Jakarta Selatan 12110
Indonesia

Phone

+62 21 526 5423/24

General Inquiries

[email protected]

Business Hours

Monday - Friday: 8:00 AM - 5:00 PM WIB
Saturday - Sunday: Closed

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