WealthMapper
A modular and comprehensive platform that enables you to create and launch best-in-class services at speed.
Create and launch best-in-class services at speed
The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilises the latest developments in technology and distribution to speed up innovation and time-to-market.WealthMapper helps you provide seamless services that show a complete picture of customers’ wealth, what’s accessible, and which actions to take. We can deliver end-to-end wealth management solutions - from flexible customer facing services, to robust and market leading back-office solutions.
For financial service providers, WealthMapper accelerates your ambitions for growth via pre-integrated best-in-class solutions and services. For consumers, it is a tool to enable visibility, accessibility and actionability towards their finances.
Sameer Datye
Head, Insurance & Wealth Solutions
Accelerate growth
Expand your business into new geographies and new customer segments with the latest mobile and digital services.
Speed of innovation
Whether you want to offer goal-based savings, financial planning, unit-linked insurance, robo-advice, automatic portfolio rebalancing or micro-savings, you can go live in just weeks.
Future-proofed services
The partner ecosystem is constantly upgraded with new solutions, while the open architecture allows you to “plug-in” and “plug-out” of the modules and accelerators ensuring an evergreen IT landscape.
In the spotlight
Tietoevry named a top WealthTech Innovator
The WealthTech100 list recognises TietoEVRY’s position as one of the world’s most innovative tech solution providers.
Read morePartnership with FinScience on ESG scoring
ESG scoring is now visible for investors on WealthMapper platform.
Read moreTop 10 trends in Wealth Management
Check out the top 10 trends impacting wealth management in 2021 on societal, technology & industry dimensions.
Read moreFirst Norwegian customer for TietoEVRY WealthMapper
Sparebanken Møre will enhance digital self-service capabilities for customers and advisors.
Read moreWhat is goal-based investing?
Sameer Datye kicks off his 10-part series on wealth management trends with #1: Goal-based investing.
Read moreKey features
Savings: Goal-based and financial planning
Empowering customers to determine specific savings goals and helping them reach the targets in set timelines and enabling scenario and risk analysis for better financial planning.
Automation and hybrid advisory
Solutions like robo-advisory, automatic portfolio rebalancing and AI empowered chat integrated with traditional advisory solutions and integration tools create a seamless experience for the consumers.
Data-driven customer experience
Enabling financial service providers to gather all mandatory data and use additional data sources to increase the knowledge about consumer behaviour and give better investment advice.
Micro-savings
Enabling customers to automatically save small amounts to increase savings or investable funds incrementally. Methods like “Percentage add”, “round-up”, “systematic investment plans” are supported with smart transaction categorization and local integrations.
Holistic portfolio management
Providing a holistic view for individuals, families and groups to wealth and investment portfolios.
Loans and mortgages
End-to-end full loan lifecycle services supporting all possibilities from consumer onboarding to sales, disbursement, payments, management closures and also recoveries.
Insurance: All business lines
Enabling granular insurance instruments across general insurance, life insurance, pensions and health on the Insurance-in-a-Box platform.
Monitoring & compliance
Pre-integrated solutions for reporting, monitoring and regulatory compliance
DOWNLOAD THE BROCHURE
Create and launch best-in-class services at speed with Tietoevry WealthMapper. Read more about what is WealthMapper, how it works, the costs and the benefits.
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