Idexcel :: Industries

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FOCUS. SERVICE. ETHICS. EXCELLENCE

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There can be economy only where there is competency

Management of assets & Accounts

Investment Advisors

Budgeting and financial planning

Home > Industries > Banking & Financial Services > Investment Management

Investment Management

Idexcel has rich experience in providing a variety of IT solutions as part of Investment Management and private banking services. It has worked with various buy side companies covering the field of Investment Management of business such as:

Management of private wealth
Mutual Funds
Management of assets
Accounts management
Investment Advisors
Trusts
Service Providers

In the Investment Management section, Idexcel has improved a skill to develop, implement and maintain applications that involve an extensive range of business operations and functions. Some of them are depicted below:

Sales, Marketing and Client prospecting
Budgeting and financial planning
Advisory and Research services for Investments
Transfer Agency
Performance Assessment and Acknowledgement
Managing Risks
Compliance
Unique Investment products
Client Delivery services
Relationship management
Accounts management
Client Reporting and Billing

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