EBIX SOLUTIONS

Asset & Wealth Management

Asset & Wealth Management helps financial services organizations manage complex investment activities through an integrated technology environment.

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01 / Asset & Wealth Management

Overview

With a presence across 60+ countries, the solution enables enterprises to improve operational efficiency, strengthen governance, and deliver more consistent experiences across the investment lifecycle.

Its front, middle, and back-office capabilities serve organizations across India, the Middle East & Africa, APAC, and Europe.

02 / Asset & Wealth Management

MoneyWare Products

MoneyWare offers a comprehensive ecosystem of specialized solutions that work together to streamline enterprise operations.

Wealth Management

MoneyWare Wealth Management helps wealth managers streamline the client and investment lifecycle through a connected operating environment, supporting more consistent servicing and operational control.

Asset Management

MoneyWare Asset Management brings investment and operational processes together across the front, middle, and back office, helping asset managers improve efficiency and visibility across their operations.

Portfolio Management

MoneyWare Portfolio Management provides a consolidated view of portfolios, performance, and risk, enabling more informed investment decisions and stronger portfolio oversight.

Collateral & Loan Management

MoneyWare Collateral & Loan Management enables securities-based lending by connecting collateral and loan management within the investment operating environment, helping institutions improve control over lending exposure.

Custody

MoneyWare Custody enables financial enterprises to manage multi-market and multi-asset custodial operations through a unified platform, supporting efficient administration and transaction management.

Trust Banking Solution

MoneyWare Trust Banking Solution helps trust institutions manage fund and portfolio operations while maintaining visibility across investor servicing, reporting, and related activities.

Islamic Wealth Solutions

MoneyWare Islamic Wealth Solution supports managing Sharia-compliant asset and wealth management operations across relevant markets and business requirements.

Lending Against Securities (LAS)

MoneyWare Lending Against Securities enables financial institutions to offer loans against securities through a digitally managed lending lifecycle, improving process efficiency and operational visibility.

03 / Asset & Wealth Management

Enterprise Features

Key Strengths

Reduce operational fragmentation, gain a unified view across investment activities, and scale complex operations while maintaining control.

Key Benefits

Multi-Asset Support
Configurable Business Rules
Multi-Currency Processing
Real-Time Dashboards
Cloud & On-Premise Deployment
Role-Based Security
API Integration
Enterprise Reporting
Workflow Automation

Risk Management & Regulatory Compliance

The platform continuously monitors portfolios to ensure regulatory compliance while delivering advanced investment analytics for informed decision-making.

Pre-Trade Compliance
Benchmark Comparison
Post-Trade Compliance
Performance Attribution
End-of-Day Compliance
Alpha & Beta Analysis
Portfolio Risk Analysis
Sharpe Ratio
Liquidity Monitoring
Market Risk Monitoring

04 / Asset & Wealth Management

Key Highlights

Empowering financial institutions with a comprehensive, scalable, and intelligent wealth management platform.

Enterprise-Ready Platform

Designed for banks, wealth managers, asset managers, and custody providers to support complex operations across markets and business models.

End-to-End Investment Automation

Brings critical processes across onboarding, advisory, portfolio management, settlement, reporting, and back-office operations together to reduce manual intervention and improve process consistency.

Multi-Asset & Multi-Currency

Enables institutions to manage diverse asset classes, investment structures, markets, and currencies through a common technology environment.

Compliance & Risk Control

Integrates compliance monitoring and risk management into investment workflows, helping institutions strengthen governance and address potential breaches more effectively.

Real-Time Analytics

Provides dashboards, portfolio insights, and performance information to improve operational visibility and support informed business decisions.

Flexible Deployment

Cloud and on-premises deployment options, combined with integration capabilities, enable institutions to align the platform with their existing technology environment and transformation strategy.

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Capabilities

Portfolio Accounting

Risk Analytics

Investment Compliance

Fund Accounting

Liquidity Management

Report Builder

Performance Measurement

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