Wealth management system is designed for financial institutions to cost effectively manage their customers net worth across an array of financial services and providers. The system automates wealth management and offers the company, a 360º view of the wealth managers, customers, and their portfolio’s. Wealth managers can analyse their customer’s portfolios and evaluate performance with customized tools and access to market information. They can add customized customer centric products and generate reports for the customer. Customers can access their account at any time, view reports, make requests, or view their investments.