Wealth Management Account Onboarding

Overview

Newgen’s Wealth Management Solution built on a low code framewrok can rejuvenate your wealth management operations, encompassing onboarding, credit origination, loan-to-value calculations, contract generation, and wealth management reporting. Rely on our solution to provide streamlined workflows, decreased manual involvement, and seamless compliance with diverse legal regulations, thereby substantially boosting your turnaround time and enriching your customer experience.

Key Features

• Client Lifecycle Management to automate onboarding, maintenance, and the offboarding process
• Credit Origination to standardize and streamline credit request origination, processing, tracking, and amending facilities
• Loan-to-value simulation tool to calculate different products in one place
• Report Generation for High-Net-Worth individuals in a single click