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Wealth Management Service Capabilities – Digital Transformation

Implementations can be a challenge. To gain the true value offered by additiv KickStarterTM – Hybrid Wealth Manager, you need a robust implementation partner. QCENTRIS’s approach to delivery ensures a smooth transition.

Having worked with additiv for many years, we have a unique perspective when it comes to understanding additiv’s client’s preferences and financial advice needs, while recognizing which operational models will best address their evolving demands.

All the ingredients, expertise and experience for success

A collaborative approach: our delivery process starts with an ‘all-hands’ kick-off meeting, where we define and agree the overall goals and a detailed timeline.

Dedicated support: we assign a dedicated QCENTRIS project manager to coordinate your end-to-end implementation. This project manager oversees the initial installation and configuration of your additiv solution and will be your key contact person on the ground.

Full data migration: we’ll manage the entire lifecycle of your data migration where required including any integration, to ensure that you are fully operational following your additiv KickStarterTM  Hybrid Wealth Manager fast track implementation. Whether you are converting data from another platform including custodian, market data, client data or financial data, we’ll ensure a smooth, error-free result.

Complete end-to-end digital transformation:  we’re with you throughout the process; from initial concept to assessment and holistic strategy to implementation, operational readiness and ongoing maintenance.

Managed Custom Development

Software development and quality Assurance around financial services is our DNA. We implement additiv KickStarterTM – Hybrid Wealth Manager tailored to suit your Wealth Management needs.

Our business and technical expertise enables us to listen to your business needs and customize according to your strategy including:

  • customer on-boarding journey,
  • custom custodian API interfaces,
  • market data API interfaces,
  • trading platform interfaces,
  • any Front-End Portal development

A la carte API integrations or REST APIs is what we do

We master the domain of middleware integration tools built to tie together your different software applications. We build a standardized wrapper to help your API-enabled applications successfully communicate with your online/batch providers to make data requests. All our integration solutions incorporate the security standards.

Tailored delivery to your needs

Our custom software integration and development process starts with gathering all your needs and out-of-the-box requests, where we define your fit-for-purpose request, define new business functions and technical features, create a timeline, and agree on a project plan.

Our assigned experienced QCENTRIS project manager will work together with your team to manage the custom development. DevOps and hybrid agile are one of the methodologies that we apply and we make sure that these methodologies fit your operational model.

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