Investment Management & Services
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
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.
