Art of making people’s life affluent

Digitization of the financial services industry with data-driven insights for advisors that encourages self service & automation for the investors(portfolio)

Harness the technology to redefine wealth management

A complete solution to cater to all the needs of wealth management activities of financial service institutions. WealthSide provides financial advisors and investors with the digital tools they need to create seamless client experiences across all devices and platforms

Features

  • Digitized customer journey onboarding
  • Wealth Side Dashboard: Wealth Side dashboard is a 360 view of all the investments in one place
  • Stock & MF Portfolio:
  • 1. A drill down into the performance of each stock and mutual fund in the portfolio
    2. The graphical analysis of the investors' portfolios, individual funds, and historical performance
  • RM & Family Setup, Risk-Profiling, Asset Allocation, Tax Calculations(Exit Load, Long term & short-term capital gains)
  • Interfaces with NSE, BSE, BSE Star, Karvy
  • Empowering investors with data research(Morning Star, Value Research)
  • In-built email notifications and alerts. Reconciliation with DP, Broker, AMC
  • Integrate external interfaces like CKYC, UPI, emails, data infrastructure, research reports
  • Onclick investor reports, backoffice reports
  • Transactions:
  • 1. A seamless process of order routing and fund transfer (SIP/Lumpsum, STP, SWP)
    2. Hassle-free fund transfer: UPI, Net Banking, Stocks

WealthSide Uses

Portfolio Dashboard
Holdings Reconciliation
BSE Star End-to-End Integration
Privilege Based Access
Total Back Office Management
One-Click Taxation Reports
Testimonial introduction copy goes here, lorem ipsum dolor sit amet.

“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse tincidunt sagittis eros. Quisque quis euismod lorem.”

Author Name

Co-Founder and CEO of Company

Frequently Asked Questions

Product & Coverage

What is WealthSide, and how does it transform wealth management?
WealthSide is a cloud-native digital wealth management platform that gives financial advisors and investors one consolidated portal for onboarding, portfolio tracking and order execution across every device.
Which asset classes and market data does the platform support?
The platform brings all major holdings into a single view:
• Equity & ETFs (Exchange Traded Funds) with real-time NSE / BSE feeds
• Mutual funds & bonds with Morningstar, CRISIL and Value Research data
• Government securities and Gold ETFs / Sovereign Gold Bonds
• Alternative assets via custom API adapters

Investor & Advisor Experience

What features does Wealthside have that improve the investor's experience?
WealthSide delivers a complete digital journey:
• Paperless onboarding with e-KYC and risk profiling
• A 360-degree wealth dashboard that aggregates all investments
• Drill-down views of stock and mutual-fund performance
• Mobile wealth apps for iOS and Android featuring intuitive UI/UX
How does WealthSide generate portfolio analytics and research insights?
A built-in analytics engine provides:
• Asset-allocation heat maps and risk/return scatter plots
• Tax-ready P&L for LTCG (Long-Term Capital Gains), STCG (Short-Term Capital Gains) and dividend income
• Scenario analysis with historical performance charts
• Data driven recommendations that boost adviser productivity
How are orders routed and funds transferred?
• Place SIP (Systematic Investment Plan), STP (Systematic Transfer Plan) and SWP (Systematic Withdrawal Plan) requests
• Trigger instant UPI or net-banking payments
• Track every order through exchange, RTA (Registrar & Transfer Agent) and custodian legs

Operations & Integration

Can WealthSide reconcile transactions with DPs, brokers and AMCs?
Yes, automated batch jobs:
• Match contract notes with DP (Depository Participant) holdings and AMC (Asset Management Company) confirmations
• Flag breaks for same-day resolution
• Feed clean data back to dashboards and reports
How does the platform integrate with core systems and APIs?
• 200+ REST micro-services expose portfolios, orders and client profiles
• Webhooks stream events to CRM, ERP or robo-advisory engines
• SFTP (Secure File Transfer Protocol) adapters process bulk exchange and RTA files with no requirement for custom code

Reporting & Compliance

Which dashboards and reports support advisers and family offices?
Relationship managers see live widgets on AUM (Assets Under Management), client engagement and asset drift, while family dashboards consolidate multi-account net-worth, cash-flows and goal progress into exportable PDF or Excel packs.
How is investor data secured and kept compliant with SEBI guidelines?
• TLS 1.3 in transit and AES-256 at rest on ISO 27001 infrastructure
• RBAC (role based access control), MFA (multi factor authentication) and audit trails mapped to SEBI cyber security circulars
• Quarterly VAPT (Vulnerability Assessment & Penetration Testing) and 24 × 7 SOC (Security Operations Centre) monitoring guard against threats

Deployment, Pricing & Onboarding

What is the typical deployment timeline and branding scope?
A 4 to 6 week project covers data mapping, customized UI/UX, sandbox testing and parallel run before live cut-over, ideal for rapidly scaling wealth techs and private banks.
How does the pricing model work, and what support is offered?
WealthSide is delivered as SaaS with pay-as-you-grow AUM tiers. Clients receive 24 × 7 help-desk, quarterly health checks, version upgrades and a dedicated customer-success manager.
How can we procure and start using WealthSide?
• Book a personalised demo with the Landmark Systems & Solutions team
• Sign and confirm scope
• Obtain sandbox credentials within 4 to 5 business days
• Choose SaaS or on-prem licence and schedule go-live

Ready to Get Started with Landmark?

Connect with us and experience the difference.

© Landmark Systems & Solutions. 2024. All rights reserved