Wealth Management Solution - Features

NewgenONE Platform for

Elevate your wealth management operations with a modern, AI-driven solution that automates client onboarding, credit origination, contract repapering, LTV calculations, and reporting. Improve compliance with FATCA and CRS, reduce costs, enhance decision-making, and deliver seamless, personalized client experiences across investment, annuity, lending, and retirement products, driving efficiency, agility, and regulatory confidence at scale.

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“Newgen has successfully automated, streamlined, and monitored our credit origination process and empowered our team to tackle the growing business demands. Our systems now efficiently evaluate credit risk for new clients and perform periodic credit reviews for existing ones, allowing seamless handling of high-volume transactions and scaling of operations.”

Head of Operations, Leading Global Financial Services Group

Various Modules of Newgen’s Wealth Management Automation Solution

Client Lifecycle Management

Transform account opening, KYC, maintenance, and offboarding operations, enabling firms to deliver outstanding customer experiences. The solution enables easy configuration and contains pre-built components based on industry best practices. Accelerate and automate the onboarding processes across all channels, products, and geographies.

Loan-to-value Calculation

Leverage our web-based LTV simulation tool for single and multiple security LTV searches for different products such as equity, bonds, mutual funds, equity-linked notes, real estate, insurance, and more. Our LTV calculation engine can automate communication as per the defined workflow by both users and lending officers.

Credit Origination

Leverage our private banking lending tool where your users can create customers’ digital credit applications. The approval workflow tool caters to various facilities, including New, Amendment, Credit Review for Lombard Credit Facility, FX Margin Trading Credit Facility, Trading Limit, and Pricing, etc. Prior to approval, wealth managers can easily analyze risk, approve credit facilities, and perform annual credit reviews of borrowing clients by re-evaluating clients’ credit behavior.

Report Generation

Build a diverse array of customized wealth management reports for high-net-worth individuals. The solution can automate the generation of complex wealth reports and documents based on business rules while ensuring compliance with 100% SLA adherence and multilingual communications. Relationship managers can also focus on improving customer service with the help of real-time document generation. Streamline the communication process from designing to generation to distribution with centralized communication tracking that helps employees and agents easily retrieve and track all communications.

Client Lifecycle Management

Loan-to-value Calculation

Credit Origination

Report Generation

Key Features of Newgen’s Wealth Management Automation Solution

Seamless onboarding

Digitally streamline onboarding, KYC, account maintenance, and offboarding with our configurable wealth management platform. Ensure real-time regulatory compliance, automate due diligence, manage exceptions, and maintain secure, auditable client records, empowering global wealth firms with seamless operations, improved transparency, and end-to-end control across the entire client lifecycle.

Unified Credit Decisioning and Governance

Streamline credit workflows by deploying complex business rules for approvals, scoring, and evaluations. Integrate with core banking and market data systems. Enable centralized access, reduce manual exchanges, and enhance governance with real-time tracking, status visibility, and case aging insights—empowering faster, compliant, and transparent credit decisioning across the organization.

Real-Time LTV and Eligibility Checks

Empower frontline employees with instant LTV calculations, multi-asset security searches, and premium financing eligibility checks. Easily update complex rules, integrate market data providers, and fetch real-time asset values – reducing manual intervention, improving decision accuracy, and accelerating wealth management workflows with streamlined, automated, and data-driven credit assessment capabilities.

Customizable Reporting and Data Access

Enable users to create, view, and regenerate personalized reports with Newgen’s flexible reporting engine. Access heterogeneous databases, design custom templates, and manage transaction structures through workflow-driven automation – empowering wealth firms with real-time insights, efficient reporting, and streamlined access to critical data for informed decision-making and regulatory compliance.