Outsource Wealth Management Services

Wealth Management Services

Get portfolio recommendations & professional advise on good/bad investments and asset management from wealth managers and safeguard your financial assets at cost-effective prices

Are your wealth managers tied up with legwork than focusing on customer experience? Are you looking for ways to move beyond legacy systems? If so, outsource wealth management services to Flatworld Solutions. At FWS, we offer wealth management solutions to digitize your wealth management operations, enhance reporting efficiency, shrink delays in tax reporting, and reduce upfront costs.

Flatworld Solutions is a top wealth management service provider with 20 years of experience in helping clients grow their wealth with some of the finest range of wealth and asset management services powered by automation. Our wealth management services aim at transforming business applications and making it agile with technology.

Wealth Management Services that We Offer

As a reputed wealth management service provider, FWS understands client requirement and their business challenges before customizing robust wealth management services to reduce their overhead expenses and increase compliance. Our comprehensive wealth management services include -

  1. Research and Analytics

    Research and Analytics

    We have experts in wealth management who research investment plans and recommend the best investment portfolio that accelerates financial growth. When it comes to our team's research strategy, they leave no stone unturned. They will thoroughly investigate the client's risk appetite to match a wealth multiplying solution that helps them achieve their financial goals. As part of research and analytics, we handle the following -

    • Portfolio Evaluation
    • Fund Analysis
    • Portfolio Analysis
    • New Business Pitch Books
    • CRM Management
    • Client Investment Analysis
  2. Front Office Support

    Front Office Support

    If your client's reaching the front office for wealth management solutions can't find solutions instantly, we can enable them to make decisions faster by offering the following front-office support solutions -

    • Drafting Financial Plans
    • New Business Proposals
    • Meeting Notes Support
    • Library Inventory Management
  3. Investment Research

    Investment Research

    Not everyone is informed about the best investment strategy. They may not have the right information to make key decisions especially when there are several types of portfolios and risk categories. So our team will behind invest research tools to bring you freshest insights to accelerate decision-making. As part of wealth management outsourcing services, our team undertake the following responsibilities -

    • Portfolio Creation and Evaluation
    • Market Insights
    • Manager Evaluation
  4. Compliance Support

    Compliance Support

    We offer comprehensive support to ensure compliance. Our compliance experts are aware of prerequisites to various regulations. They mentor people to ensure compliances are in place. Our compliance support include -

    • Trust Account Investment Compliance
    • Compliance Document Creation

Wealth Management Services Process We Follow

Wealth management is cardinal for individuals and businesses to grow their wealth and have a contingency financial plan for rainy days. So, our team works with you to determine the wealth management solution ideal for your needs and risk appetite in transparency. Our process is as follows -


01. Gathering Client Requirements

We work with clients to understand their financial situation and risk nature


02. Strategizing Wealth Management Solutions

Our project heads will plan a custom wealth management solution that's a right fit for the client's requirement


03. Appointing Implementation Teams

We bring together a team of researchers and wealth managers with revenant qualification and professional experience to handle wealth management services and sign the NDA


04. Wealth Management

The wealth managers and researchers will be appointed to handle respective functions and the wealth management services will commence


05. Delivering Complete Recommendations

Our team will provide clients with exhaustive reports that include an optimized wealth management plan

Other Services You Can Benefit From

Why Outsource Wealth Management Services to Flatworld Solutions?

Outsourcing Wealth Management services to Flatworld Solutions can help you attract several benefits. Our custom wealth management solutions cater to all clients in need of the best wealth management services. Additionally, many perks can be had by choosing a wealth management service provider like us, some of which include -

  • ISO Certified Wealth Management Services Provider

    When you outsource wealth management services to FWS, we assure you a 100% compliance with the ISO 9001:2015 regulations to bring you high-quality wealth management services.

  • 100% Data Security

    FWS is an ISO/IEC 27001:2022 certified wealth management service provider that guarantees 100% data safety because your financial data can't be in the wrong hands.

  • Flexible Pricing Option

    When you outsource wealth management services, you get solutions that are reasonably priced and you can get maximum value by customizing it further to meet your needs.

  • Latest Wealth Management Tools and Technologies

    We use the best wealth management tools available in the market to automate processes that don't need the constant attention of wealth managers.

  • International Standards Quality

    FWS is a leading outsourcing wealth management services partner that complies with the quality standards practices world over.

  • Dedicated and Experienced Team

    We have a large talent pool that includes portfolio researchers and wealth managers with years of experience. We also work with remote wealth managers from different time zones to serve customers in their region.

  • On-time Delivery

    Our wealth management services are always on schedule. We ensure timely services to all our clients under all circumstances.

  • 24/7 Customer Support Services

    Our global contact centers serve clients from all time zones. Just contact us through any preferred channel to get instant help from our agents.

  • Highly Scalable

    Being a top wealth management service providing company we offer a scalable solution. We happily cater to clients who want additional resources to tackle an increase in workload.

Client Success Stories

Case Study on Flatworld's Accounts Payable Services

Accounts Payable Services were Provided to a Client

Flatworld streamlined a cash flow for the customer to regulate the customer's transaction document processing such as invoice proof of delivery, bill of lading, etc.

Read more
Case Study on Accounts Receivable Services

Accounts Receivable Services Provided to a Client

FWS tackled the challenges of 2 small-sized companies that required accounts receivable and claims management services.

Read more

Outsource Wealth Management Services to Flatworld Solutions

FWS has enjoyed recognition as one of the most reliable and committed partners in wealth management services in India. Being an ISO 9001 certified finance and accounting company, we offer valuable BPO services including the wealth management services, which helps companies to utilize their resources in a better way and achieve higher ROI. It's possible to see a jump in productivity and customer satisfaction levels through collaboration with us. We help all our clients to have freshest insights to streamline business operations.

Contact Us now to outsource wealth management services, and get free of cost consultation.

Contact Us


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Flatworld Solutions

116 Village Blvd, Suite 200, Princeton, NJ 08540


Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000

KSS Building, Buhangin Road Cor Olive Street, Davao City 8000

Wealth Management Services FAQs

  • What is wealth management?

    Wealth management refers to the investment advisory services provided by wealth management companies to address the investment needs of affluent clients.

  • What qualifications do you need to be a wealth manager?

    A basic requirement to be a wealth manager is to have a bachelor's degree in business, economics, finance, management, or related fields.