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    TCS is here to make a difference through technology.

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      15 May 2025 TCS Recognized as One of the World’s Top 50 Brands by Kantar BrandZ; Brand Value Soars 28% YoY to $57.3Bn
      14 May 2025 TCS Partners with Khan Bank to Future-Proof its Operations, Enhance Customer Experience and Propel Innovation leveraging AI and ML
      12 May 2025 TCS Partners with Dhofar Insurance Company to Transform its Core Insurance Platform
      View all
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      23 Apr 2025 TCS Partners with Google Cloud on Agent-to-Agent Interoperability Protocol to Drive Future-Ready Enterprises
      11 Apr 2025 TCS Partners with Google Cloud to Accelerate AI-led Transformation in the Retail Sector
      View all
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      22 Apr 2025 TCS Ranked #6 Amongst Banking Technology Providers and Recognized as a Regional Leader across all Geographies by Everest Group
      17 Apr 2025 TCS BaNCS Named a Leader Among Wealth Management Products by Everest Group
      01 Apr 2025 TCS Positioned as a Leader in Worldwide Discrete Manufacturing Product Lifecycle Management Strategic Consulting Services and Systems Integration by IDC MarketScape
      View all
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    • Capital Markets
    • Solution

    TCS Wealth Advisory Solution

    Share Wealth Advisory Solutions for Financial Service Advisors | TCS
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    Harness the Power of Data and Analytics for better Business Outcomes

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    Highlights

    • Financial advisors depend on research to formulate robust investment strategies for high-net-worth individuals. 
    • Very few solutions in the market allow the customization of investment strategies by leveraging big data and analytics.  
    • This TCS solution enables financial advisors to make informed investment decisions by taking into consideration the client’s constraints, historic transactions, and other factors. 

     

    In this article

    Challenge inpage
    Overview inpage
    Benefits inpage
    The TCS advantage inpage
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    Challenge Overview Benefits The TCS advantage

    Challenge

    Financial advisors rely on research to devise investment strategies for their clients.

    With clients increasingly demanding bespoke asset-allocation recommendations, financial advisors at wealth management firms and private banks often find it challenging to assimilate the ever-growing volume of research material to arrive at informed decisions. This impacts their productivity and the quality of the investment advice they provide. Industry firms, therefore, recognize the need for an intelligent and reliable solution that financial advisors can leverage to provide customized investment recommendations.

    TCS' Wealth Advisory Solution harnesses the power of digital technologies (big data and analytics, mobility, and social) to help financial advisors improve investment advice and productivity and maximize their client's portfolio returns. The solution analyzes large volumes of (structured and unstructured) information and provides the advisors with custom investment recommendations for each client through a tablet-based application.

     

    Overview

    Wealth management firms are looking to enhance their financial advisors' effectiveness to drive business growth.

    Advisors face the risk of spreading themselves too thin as they meet clients regularly, review individual portfolios, analyze new investment avenues, and service customer inquiries. With limited time at hand, financial advisors constantly struggle to analyze an exhaustive list of research reports. While many wealth managers have deployed different types of financial advisory software to facilitate process automation and mobility, only a handful of solutions enable advisors to formulate customized portfolio strategies by leveraging big data and analytics. 

    TCS' Wealth Advisory Solution's recommendation engine enables a financial advisor to make better-informed investments for clients by factoring in a given client's investment policy statement constraints, the client's existing portfolio, historical transactions, and other key deterministic, stochastic, and judgmental factors.

    The tablet-based solution visualizes the capabilities of big data and analytics engines by providing recommendations to the financial advisor through different views. This feature enables the financial advisor to easily review a short list of personalized recommendations for both discretionary and non-discretionary portfolios. The app also provides features that enable the financial advisor to collaboratively discuss portfolios with the client and make a joint investment decision in case of a non-discretionary portfolio.

     

    Benefits

    The solution can be tailored to a firm’s investment philosophy.

    Wealth managers and private banks can benefit from:

    • Improved client portfolio returns: Enable clients to realize higher returns on their investment portfolios by offering suitable and tailored recommendations that best meet their risk-return objectives

    • Increased client retention: Enhance customer satisfaction through better relationship management, thus driving customer loyalty and advocacy

    TCS' digital wealth advisory solution
    TCS' wealth advisory solution

    An infographic illustrating TCS’ wealth advisory solution, which harnesses the power of digital technologies (big data and analytics, mobility, and social) to help financial advisors improve investment advice. The solution analyzes large volumes of structured and unstructured information and provides advisors with custom investment recommendations for each client.

    The TCS advantage

    TCS' solution combines industry expertise with advanced technology. 

    The solution has been designed to meet the specific needs of wealth managers and offers the following unique features:

    • Modular architecture: The financial advisory app's modular architecture allows advisors to introduce additional features and upgrades whenever required. This also eliminates the need for investment in new solutions later.

    • Configurable algorithms: The algorithms underpinning the mobile solution, which map investment recommendations to client portfolios, can be configured in accordance with the firm's unique investment philosophy.

    • Standalone interface: The app serves as a standalone interface for financial advisors, obviating the need for additional laptops or personal computers. Our solution requires zero or minimum reliance on the standard desktop or laptop-based web applications. 

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