Private Wealth Management
Thaler Wealth Management
Thaler Wealth Management is a fully integrated, modular, and end-to-end solution that helps wealth, investment, and asset management firms – along with financial advisors – serve all levels of affluent customers. Completely pre-configured and easy to implement, this powerful solution can support a wide range of customer preferences and investment choices. By automating routine front- and back-end tasks, it helps advisors spend more time on value-added client service.
By letting advisors take a more holistic approach with their clients, Thaler Wealth Management can provide a significant advantage in this highly competitive market. Institutions such as Nord Europe Private Bank, Dresdner Bank Luxembourg, Sarasin Rabo Investment Management Limited, Delta Lloyd Bank, and Commonwealth Bank of Australia have benefited from this advantage.
Thaler Wealth Management provides built-in support for:
- Customer management and a 360° client view
- Portfolio and asset management
- Collateral management
- Order, trade, and settlement management
- Corporate actions and custody
- Regulatory compliance
- Management of holdings in stocks, bonds, mutual funds, options, futures, structured products, and many other investment choices
The solution can help you quickly roll out new products to satisfy changing client demands and offers the connectivity advisors need to give clients information on prices, investment and issuer ratings, or taxes.
Thaler Wealth Management is enhanced with SAP functionality for finance, credit risk management, and business intelligence - making it the only solution that incorporates tools for both core and analytical banking. The result is timely, consistent information that can significantly improve decision making.
The competencies and resources available from Callataÿ & Wouters and its partners’ network can minimize your effort and risk in implementing Thaler Wealth Management. Implementation and development services are readily available from a powerful community of proven system integrators with globally accepted methodologies and project standards.
Key benefits of Thaler Wealth Management:
- High-touch customer service
- Operational excellence and cost control
- Enhanced project and operational risk management
- Smart sourcing options
Customer cases:
Nord Europe Private Bank
Nord Europe Private Bank, the Luxembourg subsidiary of Crédit Mutuel Nord Europe that specializes in private banking, relies on hosted support from Clearstream Services to operate its entire IT program. The program includes Thaler Wealth Management, a fully customized version of Thaler for the private banking business. The outsourcing project, which was completed in just six months, has helped the bank devote more of its resources to customer service and assets management.
Sarasin
A new driver for private banking
Thaler increases customer focus, reduces time-to-market
Thaler Wealth Management in SaaS mode
Thaler Wealth Management is offered in a SaaS mode with our partner Clearstream Services.
More info
Download the Thaler Wealth Management brochure
Latest News
- Belgian banks already prepared for new regulations thanks to Thaler 30 Jan 2012 More info
- ASR successfully migrates its savings activities to Thaler 24 Oct 2011 More info
- Callataÿ & Wouters receives ‘Leader Quadrant’ placement in Leading Analyst’s 2011 International Retail Core Banking Magic Quadrant 03 Oct 2011 More info
Contact Us
We are happy to provide more information regarding our solutions and services. For information requests, please contact one of the Callataÿ & Wouters’ offices.
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