Mass Affluent Wealth

Achieving effective product catalogues,
wealth planning and wealth growth solutions

Where solution Innovation is
the key to differentiation

Generally regarded as one of the most important and certainly the fastest growing segments of the wealth industry, the middle tier or mass affluent market is well known for its demand for innovation. Our experience in equipping our clients to configure their platforms with the tools required by relationship managers and the channels expected by their clients provides the necessary ingredients for success.

Need more Information? Contact our specialised Consultancy Team.

Management Consultancy

Central to the OneAston solution model is our focus on providing access to specialised consultants with either the business or technical expertise necessary to provide the detailed advice required. Our business consultants are known for their solid understanding of the industry and subject matter expertise on the various aspects of the wealth management components. Similarly our technical consultants have been extensively trained on the platforms we support and are able to ensure clients are well briefed on how to get the best from their solutions platforms.

Keeping up with industry evolution

As one of the more dynamic and evolving wealth segments, the ability of financial institutions to develop their product offerings and create effective servicing and distribution channels is paramount. Through our active involvement in the industry and experience across the various wealth segments, the OneAston team is able to provide advice and innovative solutions to the developing industry trends.

Implementation Services

Based on an experienced implementation team, OneAston is able to provide the expertise necessary to guide our clients through to a successful completion of the projects we undertake. Our implementation services include:

  • Project Management
  • Solution Design and Configuration
  • Interface Design and Development
  • Web Channel Design and Development
  • Report Design and Development
In addition, we are able to leverage our offshore development centre to increase the development capacities and cost efficiencies in the solutions we implement.

Key Expertise

Our specialised expertise encompasses the following key areas:

  • Structured Investment Plans
  • Digital Channel Delivery
  • Client On boarding
  • Client Suitability
  • Investment Proposals
  • Financial Planning
  • Portfolio Valuation
  • Investment Performance Tracking
  • Product Selection and Catalogues
  • Structured Investment Plans
  • Digital Channel Delivery
  • Credit Management
  • Pre-Trade Compliance Checks and Input Controls
  • Customer Reporting
  • MIS Reporting