Wealth Management

Personalized financial solutions, expert advice, and tailored strategies for long-term growth, retirement, tax, and estate planning, fostering financial security.

Data tools for connected financial services

Customer 360

We offer wealth management firms a comprehensive Customer 360 solution powered by Salesforce’s CRM platform. This solution consolidates client data from various sources, enabling advisors to understand each client’s financial situation holistically.

Key services include data aggregation, client segmentation, personalized wealth management, and automated client service workflows. By leveraging advanced analytics, advisors can personalize marketing campaigns, tailor investment strategies, and automate routine tasks, ultimately fostering stronger client relationships and driving growth in assets under management (AUM).

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Data & Reporting

We offer wealth management firms a robust Data & Reporting solution for centralized data visualization, analysis, and reporting. By consolidating data from various sources, including portfolio management and CRM systems, Incepta ensures a comprehensive view of client information, enabling advisors to make data-driven decisions and enhance client satisfaction.

With our solution, wealth managers benefit from advanced analytics, interactive data visualization, and automated reporting capabilities. This empowers them to uncover trends, identify high-value clients, and develop targeted investment strategies efficiently. Additionally, automated reporting saves time, allowing wealth managers to focus on building relationships and providing personalized financial advice.

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We offer a transformative solution for the wealth management industry through Integration. Our comprehensive service is designed to modernize client and advisor experiences, turning client data into actionable insights to deliver personalized advice and build lasting relationships. With a focus on connectivity and efficiency, our integration service empowers wealth management firms to engage customers and employees through a single, connected platform, enhancing client experiences from engagement to relationship management.

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Hyper Automation

We equip wealth management firms with a robust Hyper Automation solution, leveraging RPA, APIs, and integrations to streamline operations and enhance client experiences. By automating repetitive tasks and orchestrating workflows across systems, wealth managers can focus on strategic initiatives and deliver superior service.

Key services include API Integration for seamless data exchange, RPA implementation to automate rule-based tasks, integration with core systems using pre-built connectors, and business process automation for tasks like client onboarding and compliance, improving efficiency and reducing errors.

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Api Security

In an era where digital assets and personal wealth are increasingly intertwined, the importance of cybersecurity within wealth management cannot be overstated. Incepta Cybersecurity leads the way in safeguarding your financial future, blending cutting-edge technology with unparalleled expertise to protect your wealth from digital threats.

Our approach ensures not only the safety of your assets but also peace of mind, allowing you to focus on growth and prosperity.

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Customer 360

  • Data Aggregation

    Consolidate client data from various sources into one platform, providing a holistic view of each client’s finances.

  • Client Insights

    Using advanced analytics, Incepta segments clients based on risk tolerance, aiding in personalized marketing and investment strategies.

  • Personalized Wealth Management

    Enable advisors to tailor recommendations to client preferences, enhancing client satisfaction and engagement.

  • Automated Client Service

    Automate routine tasks, freeing advisors to focus on building relationships and providing personalized financial guidance.

Craft Personalized Wealth Strategies and Gain a 360° View of Your Clients. Contact us!

Data & Reporting

  • Unify Client Data

    We consolidate information from portfolio management systems, CRM, and market data feeds into a central repository, providing a holistic view of each client.

  • Advanced Analytics & Reporting

    Leveraging Tableau’s features, we unlock hidden patterns within client data, helping identify high-value clients and develop personalized investment strategies.

  • Interactive Data Visualization

    Complex data becomes actionable with visually compelling dashboards and reports, enabling advisors to easily identify key opportunities.

  • Automated Reporting

    Streamline reporting with automation. Generate critical reports, freeing advisors’ time to focus on building relationships and delivering high-touch financial advice.

Gain Actionable Insights and Offer Transparency to Your Clients. Schedule a Demo Today!


  • Core System Integration

    Seamlessly integrate data from various sources, enabling access to client information and core system data across on-premises, cloud, or hybrid environments.

  • Agility with APIs

    Empower developers, partners, and policyholders to discover and reuse APIs, fostering innovation and enhancing agility in wealth management operations.

  • Client Experiences

    Deliver integrated and automated experiences, like Straight Through Processing (STP), through our API and integration marketplace, ensuring a seamless client journey.

  • Implementation Solutions

    Accelerate time to value with pre-built solutions in BIAN-standard for Customer 360 initiatives and business-critical operations, adapting and scaling as your needs evolve for long-term efficiency.

Simplify Wealth Management Operations and Enhance Client Engagement. Let’s get started!

Hyper Automation

  • Effortless Data Exchange

    Our APIs seamlessly connect wealth management systems, automating tasks from onboarding to portfolio management, freeing valuable time.

  • Intelligent Automation with RPA

    RPA bots handle high-volume tasks like account opening and report generation, allowing wealth managers to focus on relationships and advice.

  • Pre-built Integrations

    Our connectors integrate core systems with minimal customization, accelerating delivery and reducing costs.

  • Streamlined Business Processes

    We automate processes like client onboarding and compliance, minimizing errors and boosting efficiency.

 Personalize Client Experiences, Automate Processes, and Boost Efficiency. Call us today!

Api Security

  • Comprehensive API Inventory

    Thoroughly discover and categorize every API utilized within your wealth management applications, covering external, internal, and third-party APIs.

  • Risk Analysis

    Monitor data flow within your application and to external services to monitor access requests and enforce data protection policies.

  • Vulnerability Assessment

    Employ live and replay traffic for intelligent API testing, eliminating manual configuration and enabling seamless scalability of testing efforts.

  • Proactive Threat Detection

    Identify and mitigate common API attacks. Leveraging the OmniTrace engine to develop behavioral profiles for effective threat detection and mitigation.

Protect Your Business from Cyber Threats and Empower Your Clients with Security Education. Let’s get started!


Happy. Loyal. Satisfied

Case Studies

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