Investment Management & Servicing Covers

For financial organizations across the world, HASHCASH, offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges

Investment management & servicing covers

Asset Management Services
Wealth Management & Retirement Solutions
Client Onboarding Management Services
Equity & Venture Funding Consulting Services

Asset Management Services

HashCash’s asset & portfolio management software solutions and services cover the full range of a firm’s technology functions, from portfolio management, trading, and transaction cost analysis to reconciliation and operations management, from compliance to collateral, and all points in between.

HashCash APMS Suite

360° view for clients’ and funds’ investments monitoring
Efficient management of different portfolio types and multiple structure views
Multi-asset class support, including traditional and alternative investment types
Strong back-office functionality for reconciliation, cash flows and fees management
Multi-dimensional performance reporting and analysis metrics
Risk exposure analysis views, along with market risk (VaR) calculations, back testing and stress testing
Robust compliance engine and limits management modules
Order management and routing capabilities via FIX or proprietary interfacing connectors
Extensive reporting capabilities for any type of portfolio and user role
24/7 access to portfolio investments through integrated web and mobile modules

For financial organizations across the world, HASHCASH, offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges

Investment management & servicing covers

Asset Management Services
Wealth Management & Retirement Solutions
Client Onboarding Management Services
Equity & Venture Funding Consulting Services

Wealth Management & Retirement Solutions

Individuals, investment and financial advisors, businesses offering employee retirement plans, banks, and trust companies turn to HASHCASH for a full range of wealth management, trust and retirement plan solutions.

Retirees represent a growing opportunity for organizations that have robust retirement services and technology in place, allowing them to focus on the customer rather than on processes.

HashCash WMS

End-to-end, award-winning Wealth Management software platform
Advanced client and relationship management tools at all stages
Prospects status tracking during the sales cycle
Powerful KYC data collection workflows, profiling, scoring and user-friendly activities management
Multi-services support (execution, advisory, discretionary)
Service-based functionality for order management, proposal generation and rebalancing
Complete coverage of traditional banking and global investment products with flexible asset classification tools
Robust rules-based compliance engine to achieve effective risk control and compliance with regulations e.g. MiFID II solutions
Multi-level performance analysis following GIPS standards and risk metrics

For financial organizations across the world, HASHCASH, offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges

Investment management & servicing covers

Asset Management Services
Wealth Management & Retirement Solutions
Client Onboarding Management Services
Equity & Venture Funding Consulting Services

Client Onboarding Management Services

Customer On-boarding Solution for financial Institutions aims to provide a single standardized platform for managing the entire end to end workflow and ensuring KYC compliance leading to reduced money-laundering risk. A few of the main challenges among Financial Services companies is too much manual intervention and inefficient processes (e.g. needing to correct mistakes or re-key data) while taking new customers on board. The proposition showcases the path to meet these challenges and automate vital Banking & Financial processes like Account Opening, Credit Card Origination, New Policy Registration, Loan Origination, New Term Deposit etc.

HashCash CBS Suite

Imaging and Content Management
Business Process Management
Straight Through Processing
Business Rules Management
Compliance Management
Enterprise Communication Management
Content Search and MIS Reporting
Enterprise Security and Auditing

HashCash Client Onboarding Management Service

For financial organizations across the world, HASHCASH, offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges

Investment management & servicing covers

Asset Management Services
Wealth Management & Retirement Solutions
Client Onboarding Management Services
Equity & Venture Funding Consulting Services

Equity & Venture Funding Consulting Services

HashCash VCFM

From generating deal flow to analyzing private equity fund and venture capital performance, VCFM helps with your private equity and venture capital needs – on your desktop and on the move with our mobile solutions.