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Banking & Investment Management

Enhance your client’s wealth

The philosophy of BMT-Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself.
We understand your need to offer that extra touch to client relationships – hence BMT-Agilis Wealth Management offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree!

Wealth Management:
  1. Relationship Management & KYC – setting the essential foundation
  2. Financial Planning – understanding your clients’ risk appetite and needs
  3. Asset Class Coverage – across Equity, Debt, Money Market, Fund, Derivative, Real Estate, Art & other Alternative assets
  4. Asset Allocation – developing personalized wealth management solutions
  5. Portfolio Management – discretionary & non-discretionary, whatever the need
  6. Model Portfolio – benchmarking to indices or your own models
  7. Analytics – empowering you with vital technical analysis
  8. Risk Management – compliance with regulatory & internal policies and limits
  9. Trade Order Management – workflow driven for ease and speed to match pace with markets
  10. Valuation – Mark to Market & notional/realised profit/loss management
  11. Portfolio Rebalancing – guiding you back on track with Trade Recommendations
  12. Fee Management – flexible fee plans can be derived as a function of various market & internal factors
  13. Performance Measurement – tracking, Performance Attribution, Portfolio Volatility Calculation, Risk Return Ratios, detailed  analysis and Portfolio Fact Sheets
  14. Reporting – powerful MIS and queries at the touch of a button

Core Banking Solution

Customer Information Management

  1. Provides a comprehensive solution to leverage customer information through Enterprise Customer Master
  2. 360 degree view of a customer profiles and Information record improve customer service levels and generate cross selling opportunities
  3. "Know Your Customer (KYC)" norms made easy

Product and Business Process Management

  1. Inbuilt Product Configurator offers the ability to create and manage Deposit, Loan and Advance products and accounts with incredible flexibility
  2. Easy user-definable parameter settings like interest rate structures, fees, commissions, etc
  3. With the core of Agilis CBS it is easy to view accounts, security/ collateral register and payment schedules which greatly assists the bank through all stages of a loan, from application and credit granting to payment processing, risk management and P/L analysis
  4. Combination of flexible interest and draw-down conditions ensures banks to offer customers with tailor-made credit facilities and superior customer service

Transaction Process

  1. 24x7 Availability and can handle high volume transactions
  2. User-friendly, Browser based Interface with context sensitive Help
  3. Online Posting with Automated Exception processing, online validations and controls through Pro Active Alerts and Messages
  4. Integrated Work Flow supporting Multi Level Approvals
  5. Remarkable Turn-around time at teller counters
  6. Smart Processing resulting in reduced time for end of day and other periodical processes

Reporting Engine

  1. Standard Operational reports and Statutory Reports for Regulatory requirements
  2. Online Management Information including Segment level profitability reporting with Drill down option for pro active Decision Making
  3. Reconciliation reports across Modules, Channels and Segments

Fund Management

Agilis Fund Management is a niche solution for the fund universe that caters to a wide range of fund and schemes:
  1. Mutual Funds
  2. Unit Trusts
  3. Exchange Traded Funds (ETFs)
  4. Hedge Funds
  5. Pension Funds
  6. Index Funds
  7. Insurance Funds
  8. Fixed Maturity Plans (FMPs)
  9. Fund of Funds
  10. Life Cycle Funds etc.

Agilis Fund Management handles the entire lifecycle of funds from:

  1. its investors           (Agilis Transfer Agency) to
  2. its investment        (Agilis Asset Management)

Agilis Asset Management safeguards and helps grow your Assets under Management with

  1. Risk Management & Compliance - with fund objectives, regulatory guidelines, exposure limits
  2. Model Fund(s) Creation - for modeling and benchmarking
  3. Multiple Product/Scheme/Plan Creation
    1. By Orientation (Equity, Debt, Balanced etc)
    2. Across Asset Classes (Money Market, Equity, Debt, Derivative, Real Estate, Art & other Alternative assets)
    3. With Investment Objectives (Growth/Dividend Reinvestment etc)

For more information, email us at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it or Alternately, you could fill in our product enquiry form and the right person contact you.

Last modified on Friday, 29 June 2012 12:27