Marketware International | One World Wealth Management | Marketware OneWorld's Viewpoint on Wealth Management Components

Marketware OneWorld's Viewpoint on Wealth Management Components

These components fall into two primary areas: front-office operations and middle/back office operations.

Front-office components support the advisors relationship with the client and include contact management (CRM), account aggregation, client prospecting (sales tools), and financial planning and advice tools. These components support the advisor with the acquisition, ongoing maintenance, and retention of clients. The goal is to be able to provide consistently high quality service and advice.

Middle/back office components focus on the advisor's link to the home office. Key areas include portfolio construction, model administration, compliance, document storage, and central data repository. These components support the development and implementation of the optimal investment solution for a given client case. The goal is to meet or exceed the clients risk/return expectations.

Marketware OneWorld's objective is to integrate front office and middle/back office components for an end-to-end solution. OneWorld is to provide the technical infrastructure for a wealth management service. Designed with an open architecture, OneWorld will offer the ability to integrate with third-party solutions, adding a broad range of features and functionalities.

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	OneWorld™

	OneWorld™ Wealth Management