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About Ampsys
Ampsys is leading financial technology expert. Offering a range of solutions that help clients with distribution, sales management, and wealth advisory. We are a leading provider in India servicingleading wealth managers, banks, distributors, and independent advisors.
Ampsys is based in Bangalore with a team of over 100 years of combined experience. Team is made of IT specialists and domain experts from mutual fund, insurance, consumer finance and other Financial services industries. Team has worked with some of the well known companies Way2Wealth, Karvy, Satyam, Bank of New York, and Credit Suisse.
What we offer
The financial investments industry is undergoing profound changes in the way it must now serve investors. Clients are demanding variety of investments option delivered seamlessly. Intermediaries have to keep up with changing regulation and the demographics. Making it imperative for intermediaries to invest in technology to keep the investors interested.Solutions
Investment products distributionClient ManagementSales and channel managementFinancial Planning
ServicesCustom development & maintenanceInfrastructure supportConsultingTraining
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Overview of solutions
WealthERP solutions
Distribution. Online/ Offline
Financial Planning
Portfolio Construction
Customer Login
Multi Product tracker
Reporting and Analytics
Sales Management
Revenue Management
Business needs
Range of solutions available to help financial intermediaries
Distribute Mutual funds, Bonds, NFOs, IPOs
Online and offline distribution
Sales and channel management
Customer logins
Middle office and Back office
Performance reporting
Customer statement
Financial planning
Integrate with payment and CRM
Enterprise offering
Configurable multi level hierarchy
Logins to RMs, branches, franchisees, associates
Create research, illustrations, benefits, training collateral and disseminate to teams and clients
Single sign on feature
Integrate easily with existing payment, HR, Trading apps, etc.
360 degree view across products, clients, channels. Business MIS: Across intermediaries, types, AMC, schemes
Data warehousing capabilities
Hosted – white label platform
Direct logins from intermediaries website
Infrastructure, software, upgrades, back ups, security
Our hosted white label platform currently hosts 200 intermediaries with a investor count base 1,50,000.
Quick Go to market. Be up and running in matter of days
Affordable: Cloud implementation is more affordable than conventional Licensed implementation. Offering significantly less Capex and Opex.
Scalability: Start small and grow. Pay as you use
Architecture: Well though out architecture already in place. Organization Hierarchy
Security: Enhanced Security infrastructure and policies in place within the application at both front end, network and back end
Product Features and Roadmap in line with emerging needs
Investors
Investors
Multi Product and
assets
Goals
Online transactions
Analytics
Returns
Financial Plan
Alerts/Remainders
Managed/ Unmanaged
Portfolio
Customer Login
Repository accessible to clients (forms, illustrations)
360 degree view investments
Family investments
Multi-Asset: Equities, MF, life Insurance, General insurance, Property , Govt Savings, Fixed income, Pension & Gratuity, Gold and more
Alerts/Reminders: SIPs, Stop loss, profit booking, portfolio returns, insurance premium due, Fixed Income Maturity, Anniversary, Birthday reminders
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Benefits
Integrated web based platform with access to all. RMs and Wealth Advisors. Product distribution, Advisory, Customers
Data mine customer database and identify cross sell opportunities. Increase share of wallet
Construct Model Portfolio.
Empower sales team/advisors: Offer process and templates on recommendation, portfolio analytics, and proprietary models.
Enhanced customer servicing with direct access to Customer Portfolio and rich multi asset statements
Easy Integration with existing back offices and ERP Applications
Streamline distribution by having your teams and clients information in a single repository
Consolidate data across various product lines (MF, Equity, Insurance, FDs, Real Estate, Loans). Give a Holistic Picture to Customers
Post sales implementation
Processing Team
Coordinated Communication
Research team
Client Project
Manager
Wealth ERP Project
Manager
ClientsSales
Technology
Management
Audit and Compliance
Product Management
Application development
Audit and Controls
Hardware Support
Management
Application Support
Customer Service &
Documentation
Provides single point of contact
for both client and Wealth ERP
Increased controls, efficiencies,
and consistency
Why Ampsys
Integrated solution, allowing firms to appropriately engage and monitor all the stake holders from research, client facing operation teams and the investors themselves
Flexible and Scalable solution
Customizable and configurable
Low maintenance
Supported by a team that understands the domain and will assist you in implementation
Our clients
Corporates:
Independent Advisors:
More than 150 advisors are using our product pan India.
+91 80-32429514
Ampsys Consulting Pvt. Ltd.No.12, 2nd Floor RR Heights, N.S. Palya.
Bannerghatta Road, Bangalore – 560076
Ph: 80-41305249
[email protected] Video: http://www.wealtherp.com/live_product
Product Reports: http://www.wealtherp.com/tour
Strictly Private and Confidential