Audience

Wealth managers seeking a solution to manage their assets and wealth

About Contemi Wealth Intelligence

Wealth Intelligence (WIN) is a suite of full integrated front, middle and back office wealth management solutions. The integrated Wealth Intelligence system is designed to allow asset and wealth management firms run their complete business life cycle from a single platform, without having to use multiple systems. A bank guarantee is a type of guarantee from a lending institution where the institution ensures that the liabilities of a debtor will be met. A bank guarantee enables the customer, or debtor, to acquire goods, buy equipment or draw down a loan. A modern solution is in dire need for Guarantee Management System where most processes are digital and automated and there exists a good integration between the different parties to enable debtors, agents and risk carriers to carry out their business efficiently. Contemi Bank Guarantee Management System is the perfect fit for a modern Guarantee System where it’s quick and easy to develop customized products for the industry.

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Pricing

Free Version:
Free Version available.

Integrations

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Company Information

Contemi Solutions
United States
contemi.com

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Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

Contemi Wealth Intelligence Frequently Asked Questions

Q: What kinds of users and organization types does Contemi Wealth Intelligence work with?
Q: What languages does Contemi Wealth Intelligence support in their product?
Q: What kind of support options does Contemi Wealth Intelligence offer?
Q: Does Contemi Wealth Intelligence have a mobile app?
Q: What type of training does Contemi Wealth Intelligence provide?

Contemi Wealth Intelligence Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting