Wealth Management Wealth Management Wealth Management




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Wealth Management

Wealth Management
SQS’s subject matter experts understand complex financial products and devise comprehensive business scenarios as well as simulated product and customer profiles. Our in-house repository of investment calculators quickly validate investment returns, product compositions and product fitments, and thus significantly reduce the overall test efforts.

Wealth management applications which combine traditional banking offerings (deposits, savings), investment products (securities, mutual funds, bonds) and insurance have their own set of testing challenges.

Your Benefits

  • SQS’s eye for detail and knowledge of business practices is instrumental in identifying critical gaps in various areas such as functional requirements and business workflow.
  • Flexibility in process and approach by accommodating the frequent changes made in the project execution method.
  • Business Process Maps were developed for all the major process areas identified for private banking operations.
  • Suggested process changes and new features that improve the product capabilities.
  • Risk Priority Matrix facilitates prioritization of the functions and scenarios to be tested resulting in identification of critical defects during the initial phase of testing.

Expertise in Testing Wealth Management

End-to-end business scenarios covering all the functional modules of wealth management tested.
These include:
  • Customer Relationship Management (CRM)
  • Strategic and tactical asset allocation choices
  • Portfolio management
  • Traditional products
  • Funds’ transfer, time deposits, standing orders, lending, credits, equities, mutual funds, currencies, bonds, futures, options, debentures and insurance
  • Special products
  • Leverage currency account, bonds/currency linked investments, equity accumulators and equity linked notes
  • Trade execution
  • Post-trade compliance
  • Performance measurement
  • Regulatory reporting

Applications tested

Advent Suite  |  APX  - Portfolio Management and Accounting  |  MOXY- Trading and Order Management  |  TRADEX - Fund Order Management and Distribution  |  Intellect  |  ORBI  |  Temenos T24

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