Wealth Management Services
Get portfolio recommendations & professional advise on good/bad investments and asset management from wealth managers and safeguard your financial assets at cost-effective prices
Are your wealth managers tied up with legwork than focusing on customer experience? Are you looking for ways to move beyond legacy systems? If so, outsource wealth management services to Flatworld Solutions. At FWS, we offer wealth management solutions to digitize your wealth management operations, enhance reporting efficiency, shrink delays in tax reporting, and reduce upfront costs.
Flatworld Solutions is a top wealth management service provider with 20 years of experience in helping clients grow their wealth with some of the finest range of wealth and asset management services powered by automation. Our wealth management services aim at transforming business applications and making it agile with technology.
Wealth Management Services that We Offer
As a reputed wealth management service provider, FWS understands client requirement and their business challenges before customizing robust wealth management services to reduce their overhead expenses and increase compliance. Our comprehensive wealth management services include -
Research and Analytics
We have experts in wealth management who research investment plans and recommend the best investment portfolio that accelerates financial growth. When it comes to our team's research strategy, they leave no stone unturned. They will thoroughly investigate the client's risk appetite to match a wealth multiplying solution that helps them achieve their financial goals. As part of research and analytics, we handle the following -
1. Portfolio Evaluation
2. Fund Analysis
3. Portfolio Analysis
4. New Business Pitch Books
5. CRM Management
6. Client Investment Analysis
Front Office Support
If your client's reaching the front office for wealth management solutions can't find solutions instantly, we can enable them to make decisions faster by offering the following front-office support solutions -
1. Drafting Financial Plans
2. New Business Proposals
3. Meeting Notes Support
4. Library Inventory Management
Investment Research
Not everyone is informed about the best investment strategy. They may not have the right information to make key decisions especially when there are several types of portfolios and risk categories. So our team will behind invest research tools to bring you freshest insights to accelerate decision-making. As part of wealth management outsourcing services, our team undertake the following responsibilities -
1. Portfolio Creation and Evaluation
2. Market Insights
3. Manager Evaluation
Compliance Suppor
We offer comprehensive support to ensure compliance. Our compliance experts are aware of prerequisites to various regulations. They mentor people to ensure compliances are in place. Our compliance support include -
1. Trust Account Investment Compliance
2. Compliance Document Creation
Wealth Management Services Process We Follow
Wealth management is cardinal for individuals and businesses to grow their wealth and have a contingency financial plan for rainy days. So, our team works with you to determine the wealth management solution ideal for your needs and risk appetite in transparency. Our process is as follows
Gathering Client Requirements
We work with clients to understand their financial situation and risk nature
Strategizing Wealth Management Solutions
Our project heads will plan a custom wealth management solution that's a right fit for the client's requirement
Appointing Implementation Teams
We bring together a team of researchers and wealth managers with revenant qualification and professional experience to handle wealth management services and sign the NDA
Wealth Management
The wealth managers and researchers will be appointed to handle respective functions and the wealth management services will commence
Delivering Complete Recommendations
Our team will provide clients with exhaustive reports that include an optimized wealth management plan
Why Outsource Wealth Management Services to Flatworld Solutions?
Outsourcing Wealth Management services to Flatworld Solutions can help you attract several benefits. Our custom wealth management solutions cater to all clients in need of the best wealth management services. Additionally, many perks can be had by choosing a wealth management service provider like us, some of which include -
ISO Certified Wealth Management Services Provider
When you outsource wealth management services to FWS, we assure you a 100% compliance with the ISO 9001:2015 regulations to bring you high-quality wealth management services.
100% Data Security
FWS is an ISO/IEC 27001:2022 certified wealth management service provider that guarantees 100% data safety because your financial data can't be in the wrong hands.
Flexible Pricing Option
When you outsource wealth management services, you get solutions that are reasonably priced and you can get maximum value by customizing it further to meet your needs.
Latest Wealth Management Tools and Technologies
We use the best wealth management tools available in the market to automate processes that don't need the constant attention of wealth managers.
International Standards Quality
FWS is a leading outsourcing wealth management services partner that complies with the quality standards practices world over.
Dedicated and Experienced Team
We have a large talent pool that includes portfolio researchers and wealth managers with years of experience. We also work with remote wealth managers from different time zones to serve customers in their region.
On-time Delivery
Our wealth management services are always on schedule. We ensure timely services to all our clients under all circumstances.
24/7 Customer Support Services
Our global contact centers serve clients from all time zones. Just contact us through any preferred channel to get instant help from our agents.
Highly Scalable
Being a top wealth management service providing company we offer a scalable solution. We happily cater to clients who want additional resources to tackle an increase in workload.
Other Services You Can Benefit From
Client Success Stories
Accounts Payable Services were Provided to a Client
Flatworld streamlined a cash flow for the customer to regulate the customer's transaction document processing such as invoice proof of delivery, bill of lading, etc.
Read More
Accounts Receivable Services Provided to a Client
FWS tackled the challenges of 2 small-sized companies that required accounts receivable and claims management services.
Read More
Outsource Wealth Management Services to Flatworld Solutions
FWS has enjoyed recognition as one of the most reliable and committed partners in wealth management services in India. Being an ISO 9001 certified finance and accounting company, we offer valuable BPO services including the wealth management services, which helps companies to utilize their resources in a better way and achieve higher ROI. It's possible to see a jump in productivity and customer satisfaction levels through collaboration with us. We help all our clients to have freshest insights to streamline business operations
Contact Us now to outsource wealth management services, and get free of cost consultation.
Our Customers
Philippines Finance and Accounting Services
Hire experienced and talented Filipino finance & accounting professionals & for your business
USA
Flatworld Solutions
116 Village Blvd, Suite 200, Princeton, NJ 08540
PHILIPPINES
Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000
KSS Building, Buhangin Road Cor Olive Street, Davao City 8000