PCS Wealth Management

An award winning platform that captures and automates the wealth management business processes.

The Industry

The wealth management industry is a fast-changing marketplace due to technological, economic and demographic changes. Investment providers need to understand their customers’ behaviors and priorities and harness the power of technology to meet their changing needs. PCS enables forward-looking companies to leverage advanced technology solutions and focus on providing a better customer service, to have a deep insight of a customer’s assets and abide by investment strategies and local and international regulations.


PCS enables investment providers to achieve economies of scale while providing first class services and advice based on the holistic view of a client’s finances.

The Solution

PCS Wealth Management is an award winning, fully-integrated software solution, which provides wealth management service providers with a fully featured platform that consolidates customer portfolio management, financial planning, trading and order management, asset allocation reporting and other tools.


It captures and automates the wealth management business processes allowing asset management service providers to allocate enough time and effort into customer service and investment strategies, under advisory or execution-only services. PCS Wealth Management Platform won the 2012 Oracle Fusion Middleware Innovation Award – Category: Oracle Application Development Framework (Fusion Development) EMEA at Oracle OpenWorld in San Francisco.


The solution is built upon the latest web technologies and ensures best practices covering all functional expectations, meeting local regulatory requirements and discovering successful opportunities for the customers’ portfolios.

Functional Highlights

  • Financial Instruments & Classification
  • Portfolios Administration
  • Customer Information Service
  • Holdings & Exposure Analysis
  • Realised / Unrealised Profit & Loss
  • Portfolio Performance Analysis
  • Cash Management & Cash Flows
  • Model Portfolios
  • Benchmarking
  • Investment Profile Questionaire
  • MiFiD Appropriateness & Suitabiility
  • Workflow & Signatory Rules
  • Investment Strategies
  • Portfolio Rebalancing

Non – Functional Highlights

  • Multi Lingual
  • Flexibility in Local Customisations
  • Real Time Online Processes
  • Automated End – of – Day Operations
  • Access To Any Historic Value
  • Flexible Reporting Capabilities
  • Advanced Security
  • Full Audit Trail & Logging


  • High End – User Productivity
  • Low Cost of Ownership (TCO)
  • High End – User Productivity
  • Low Cost of Ownership (TCO)