PCS Wealth Management

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

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

  • Realized / Unrealized Profit & Loss

  • Portfolio Performance Analysis

  • Cash Management & Cash Flows

  • Investment Strategies

  • Portfolio Rebalancing

  • Model Portfolios

  • Benchmarking

  • Investment Profile Questionnaire

  • MiFID Appropriateness & Suitability Tests

  • Workflow & Signatory Rules

  • Strategic Asset Allocation

  • Tactical Asset Allocation

  • Dynamic Portfolio Grouping

  • What-If Scenarios Engine

Non Functional Characteristics

  • Multi Lingual

  • Flexibility in local customizations

  • Real time online processes

  • Automated end of day operations

  • Access online any historic value

  • Flexible reporting capabilities

  • Advanced security

  • Full audit trail and logging

Business Impact

  • High end-user productivity

  • Low Cost of Ownership (TCO)

  • Improved and efficient Client service

  • Effort and time efficient end-of-day processing