DST
International Wealth Management
DST International Wealth Management
HiWealth
- Portfolio management and wrap solution
The following is a summary of DST International's HiWealth.
For more information on this product you can request a brochure.
HiWealth
is DSTi’s portfolio management and wrap solution for
the retail financial service industry, serving financial advisors
and their clients - a client centric view of total assets
under management on a single platform, including unit trusts,
equities, pensions etc.
Using
a combination of HiBPM and HiInvest, HiWealth incorporates
‘Know Your Client’ functions - a full customer hierarchy
supports households, clients, legal entities and portfolios.
Facilities assist the creation of investment styles, product
selection and asset allocation. Client statements can be produced
using
either paper or electronic internet methods.
With
a complete web enabled front end DST International's HiWealth
is financial advisor focused and supports:
- IFA
and advisor tracking
- Creation
and maintenance of customer/customers details
- Contact
history
- Fees
and commissions
- Switching
- Valuations
- Security
Institutional
style investment management facilities include:
- Portfolio
management
- Decision
support
- Rebalancing
and reallocation
- Tax
management
- Order
management
- Compliance
- Management
reporting - assets under management, performance measurement
and attribution
For further information on DST International Wealth Management
visit the DST International Website.
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