Wide Asset Coverage
Caliber systems provide user-wise dashboards for a wide-ranging asset coverage. This includes solutions for Equity, Derivatives, Commodities, Currencies, Mutual Fund, Debt PMS, VCF, Real Estate, Insurance, Loans and others.
Wealth Management Solutions
Caliber offers comprehensive solutions for Wealth Management, Family Office (held-away assets, Discretionary PMS/AIF, Revenue and Incentive Management, Referral Management, Goal based financial planning (enterprise class), Advisory and Recommendation engine, Offshore system, SSO based integration with CRM, CMS, LMS
Precise Report Generation
Caliber also provides tools for comprehensive and precise reporting. This is inclusive of client reports, SMS/Email for OTC orders, recommendations, alerts and reminders, Management reporting, Compliance reporting, Custody reporting, Exception reporting for operations team.