Audience

Enterprises searching for a decision-making platform for their wealth management operations

About SMART Business Suite

Leading private banks and financial firms use SMART for wealth management to drive their business, support their strategy and support their digital transformation. Data is everywhere and the biggest challenge is the quality of the data. Banking, and especially Wealth Management, is complex and requires being proactive, efficient and pragmatic. The quality of the data is essential and it must be admitted that not everything is perfect. Data is the result of our business processes: it highlights our strengths and weaknesses. We should not expect data to be perfect, it probably never will be, however, we should pay particular attention to key data that have a strong impact on the organization. A data culture cannot be improvised, it is built over time and requires a strong impetus from the management teams. Profitability management is based on the analysis of accounting and analytical transactions.

Integrations

API:
Yes, SMART Business Suite offers API access

Ratings/Reviews

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Company Information

Integraal Solutions
Founded: 2009
Switzerland
www.integraal-solutions.ch/en/smart-for-wealth-management-dashboards-private-banking-en/

Videos and Screen Captures

SMART Business Suite Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
In Person
Support
Phone Support
Online

SMART Business Suite Frequently Asked Questions

Q: What kinds of users and organization types does SMART Business Suite work with?
Q: What languages does SMART Business Suite support in their product?
Q: What kind of support options does SMART Business Suite offer?
Q: What other applications or services does SMART Business Suite integrate with?
Q: Does SMART Business Suite have an API?
Q: What type of training does SMART Business Suite provide?

SMART Business Suite Product Features

Banking

Transaction Monitoring
Private Banking
Multi-Branch
Online Banking
Risk Management
Investment Banking
Retail Banking
Credit Card Management
Securities Management
ATM Management
Credit Union
Corporate Banking
Compliance Tracking

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting