Wealth management
Replace your legacy systems in months to reduce complexity, time to market and operational costs.
Navigate the dynamic landscape of wealth management, where swift adaptation to regulatory shifts and market changes is crucial.
Leverage Genus to deliver value-added services powered by modern, adaptable applications designed by our industry experts.
Our applications integrate seamlessly with critical systems and data sources, including public national and global fund registers, ensuring comprehensive connectivity from payment systems to online banking. Beyond streamlining processes, these integrations enhance client insights, enabling wealth managers and operations to reduce risk and manual tasks in an ever-changing financial environment. Join us in redefining wealth management: agile, expert-led, and technologically sophisticated.
Benefits of no-code in wealth management
Combat money laundering AML
Comply with Anti Money Laundering (AML) legal requirements.
Reduce time to market
Keep your applications flexible so you can continue to create, deliver and capture value as your business model improves.
Adapt to changing regulations
Continuously update your applications to comply with new legal requirements and industry standards.
Minimize Opex
Automate routine tasks and utilize cloud-based solutions for cost-effective scaling.
Secure your data
Trust our applications to keep your data safe from intrusions and theft.
Legacy replacement
Replace parts of your legacy system with a new application. Integrate and repeat to save cost and keep control.
Decrease transaction costs
Automate and streamline your processes and transaction handling to reduce manual effort.
Know your customer - KYC
Create an application that supports your KYC work processes and keeps your core systems updated.
Create applications for wealth management
Compliance & automation
KYC
Protect yourself against fraud, corruption, and terrorist financing. Automate and stay up to date with Know Your Customer standards.
Case management
Unit holder registry
Our tailored unit holder solutions support managing unit holders, including reporting and compliance with regulations.
Compliance & automation
PePs and sanction list screening
Detect Politically Exposed Persons (PePs) and prevent the onboarding of individuals under sanctions. Create alerts and investigate transactions from PePs or sanctioned individuals.
Compliance and automation
Transaction monitoring
Detect and prevent fraudulent transactions and suspicious activities.
Complete solution
Commission and fee calculation
Calculate and deduct fees for mediation and management costs.
Account management
Pension account
React within short deadlines to significant changes in laws and regulations, like one of our customers did when creating an application in response to the Norwegian “own pension account” reform.
Compliance
Tax reporting
Calculate and report tax to authorities. Stay up to date with changes in laws and regulations. Do it yourself or leave it to a third party.
Compliance & automation
AML
Automate transaction monitoring, transaction categorizing, risk assessment, and case management with user-administrated rules and straight-through processing (STP).
Complete solution
Asset and wealth management
Let our industry professionals compose a lightweight, tailored solution based on best-practice application templates.
Integration
Settlement
Reconcile trades, manage cash flows, and settle transactions efficiently – all in one place.
Complete solution
Order management
Automate and streamline the ordering process from different sources, from initial request to final delivery.
Our selected experts in wealth management
MAULISHA
“I enjoy studying complex processes and create efficient solutions that quickly adapt to changing demands and regulations.”
LINN
“It motivates me to see how much value we create for our customers on day-to-day basis, and how our no-code allows us to adapt to financial regulations time and time again.“
LENE
“I love to create automated processes quickly and roll them out the very next day.“
VISNU
“It gives me great joy to combine my domain knowledge and technical insight to provide solutions above and beyond my clients’ expectations.”
Connect with an expert
Case study
Solves legacy migration with Genus and no-code
ODIN Forvaltning is a leading Norwegian fund management company. Being held back by legacy IT, they decided to migrate their unit holder registry.
Case study
Cut 86,6% risk with better quality
ODIN wanted to increase the quality of on-demand fund orders, to reduce risk. Bad order quality can result in an expensive reversal and in some cases fines.