Praisindo’s product suite combines WMS, CPM, IMS, and AI Wealth Navigator to support financial institutions across advisory, portfolio management, fund administration, reporting, and investment operations.
Enterprise Investment Management System for asset managers, insurers, pension funds, and fund administrators, supporting investment operations, unit registry, fund administration, fund accounting, and reporting.
Manage investor records, unit holder accounts, subscriptions, redemptions, switches, transfers, dividend processing, and investor reporting.
Support daily fund operations including valuation, NAV processing, fee calculation, reconciliation, and accounting-related workflows.
Enable operational transparency through compliance monitoring, audit trails, management reporting, and integration with custodians, accounting, and external systems.
Enterprise Wealth Management System for banks and financial institutions, supporting client onboarding, advisory workflows, product management, order processing, portfolio monitoring, and reporting.
Support client profiling, risk assessment, suitability checks, advisory workflows, and relationship management for wealth customers.
Manage wealth product offerings and end-to-end order flows across investment products such as mutual funds, bonds, structured products, and other wealth instruments.
Provide portfolio visibility, transaction history, client reporting, management reporting, and regulatory reporting support.
Customer Portfolio Management platform that helps financial institutions consolidate portfolio information, support advisory workflows, manage model portfolios, and improve client engagement.
Consolidate customer holdings, transactions, asset allocation, and portfolio performance across wealth products and accounts.
Support advisory teams with model portfolio management, portfolio comparison, rebalancing support, and recommendation workflows.
Enable better client communication through portfolio reports, investment summaries, and digital engagement capabilities.
AI-enabled wealth intelligence capability that enhances Praisindo platforms with portfolio analytics, goal-based planning, advisory support, and decision insights.
Analyze portfolio allocation, performance, exposure, risk indicators, and investment objectives to support better advisory decisions.
Support planning workflows by aligning client goals, time horizons, risk profiles, and portfolio strategies.
Monitor portfolio drift, concentration risk, market exposure, and suitability indicators to support timely advisory actions.
Our team can help you identify the right combination of WMS, CPM, IMS, and AI-enabled capabilities based on your business model, operating requirements, and technology environment.
Schedule a product demo to explore how Praisindo’s WMS, CPM, IMS, and AI-enabled capabilities can support your institution’s business and technology needs.
