Innova Integrated Wealth Management Platform

Core Product

Innova Wealth Management Module is designed for Fund and Investment Firms that manage segregated assets of High Net Worth (HNW) individuals and

IIMS automates the End to End running of Front, Middle and Back-office functionality with minimum manual input and allows users to analyze their portfolios using various financial models and algorithms, simulations, sensitivity analysis and valuations.

The platform Integrates to various platforms including Core Banking Systems, Custodian Platforms, Depositories, Mobile Platforms, Price Vendors and other 3rd party platforms via APIs.

Through the Innova Integrated Analytics Platform the IMS greatly empowers the investment professional to make sound investment decisions in the quickest possible time.

Key Features

• Client Management/Administration
• Integrated Anti-Money Laundering (AML)
• Portfolio and Asset Tracking
• Integrated Trading & Settlement
• Corporate Action Processing
• Portfolio Valuations & Automated Pricing
• Performance Measurement

Key Features

• Compliance and Exposure Management
• Automated Accounting, Billing & Invoicing
• Online Client Portal
• Integrated Analytics
• Reconciliations
• Trustee & Regulatory Reporting

  • Address

    Mandera Road, Kileshwa, Nairobi

  • Contact

    +254 786 280 038 / +254 20 524 1004

  • Email

    info@innova.co.ke / sales@innova.co.ke

Congratulations. Your message has been sent successfully.
Error, please retry. Your message has not been sent.

Other products

Innova Integrated Investment Management Platform

For Fund and Investment Management Companies.

Innova Integrated CIS / Unit Trust Platform

For Fund and Investment Management Companies.

Innova Integrated Custody & Safekeeping Platform

For Custodian Banks.

Innova Integrated Pension Administration Platform

For Pension Administrators.

Innova Life Assurance

For Life Assurance.

Innova Bancassurance

For Insurance Companies.

Innova Integrated RegTech & SupTech Platform

For Central Banks, Insurance Regulators, Capital Market Regulators and Pension Fund Regulators.

Innova Integrated Analytics Platform

For Fund and Investment Management Companies.

Innova Integrated IPO and Issuance Module

For Transaction Advisers and Issuing Agents of IPOs.

Innova Integrated Property Platform

For Property Owners and Managers.

Innova Integrated Accounting Platform

For Fund and Investment Management Companies.

Innova Integrated Anti-Money Laundering Platform

For Lorem Ipsum.

Innova Integrated Online Client Portal

For Fund and Investment Management Companies.

Innova Integrated Self-Service Portal

For Fund and Investment Management Companies.

Innova Integrated Reporting Service

For Fund and Investment Management Companies.