Asset and Wealth Management

The wealth accumulation environment is changing dramatically with the aging baby boomer and the rising millennial population. The rising middle class in emerging economies like India and China is driving a massive shift in wealth to demographies and locations that demand services be delivered in a different way.

VirtusaPolaris is helping the customers evolve the way to attract, onboard and service while providing the ability to quickly develop new products and meet regulatory change.

Our solutions include:

  • Account Opening
  • Compliance: KYC, AML, DOI
  • Fund Launch
  • Separately Managed Accounts
  • Marketing, Personalization and Business Intelligence
  • Call Center Optimization
  • Stock Plan Services