eXimius Wealth Management Platform is the front-to-back investment, wealth and relationship management workflow application to maximise investment performance and increase client satisfaction. The platform brings benefits accross the whole financial institution’s organisation. The company’s investment strategies are reflected into the business processes, in accordance with regulation, and the best product and assets can be selected.

Relationship Managers are equipped with a 360° view of client data, investments, assets and activities to become more effective in their day-to-day tasks.

Portfolio Managers can deliver consistent professional advice through a holistic closed-loop portfolio management process and investment strategy execution, increasing profitability. The Back-Office and Operations functions also maximise productivity via seamless administration processes that reduce operational risk and ensure compliance.