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Wealth & Asset Management

To be a 'trusted advisor' to their clients, wealth & asset management companies continuously evaluate innovative methods of service and create portfolios that maximize their customers' financial goals. Increasingly, wealth & asset management firms will rely on relationship managers and technology both to create pull from customers. Using the right technology solutions and services to manage their core processes will enable financial firms to move the right people in front of the customer.

We provide following Wealth & Asset Management services:

  • Portfolio Accounting.
  • Financial Planner.
  • Order Management.
  • Portfolio Management.
  • RisKYC™ Framework- Governance, Risk & Compliance.
  • Interfaces.
  • Reporting.
  • Customer Origination Management.
  • Customer Information Management

Recent works

Why New World Software?

We help financial services firms develop business solutions that drive efficiency, effectiveness, innovation and virtualization. When you choose New World Software, you benefit from deep industry expertise to help manage risk, comply with regulations, enhance product features and manage your business transformation challenges.

There are generalists and there are specialists. It makes sense to choose a firm organized around specialists—smart people succeeding every day in the global markets. With New World Software, you gain access to an expanded team of technology and functional experts who specialize in:

  • Asset & Wealth Management
  • Retail Banking
  • Consumer Lending
  • Investment Banking & Brokerage
  • Retail/Wholesale Banking

To discuss about our services, expertise and how we can help you, please contact us on or call +91-9740169197 or fill the form on left.