Advisory support Ensure your organization performs at its peak with our wealth and investment management advisory services for enhancing customer lifecycle management, regulatory compliance and operational efficiency.
As-a-service options Benefit from flexible and scalable support to power your critical system transition, business transformation and application servicing, whether you want to reimagine your brokerage services or portfolio management processes.
Program delivery Rest assured your wealth management program delivery is smooth and efficient with DXC’s broad range of turn-key services aligned with your financial goals and business needs.
Post-implementation upkeep Let us worry about maintenance, support and updates while you grow your business. We’ll ensure your systems are always at the top of the game and align with your needs.
Enhanced implementations Add an off-the-shelf solution to your digital ecosystem and achieve operational excellence while we ensure seamless integration and maximum performance .
Core platform modernization Make your systems run like a well-oiled machine and leverage advanced technologies with DXC’s modernization expertise in wealth management services. We’ll help you build a best-in-class software stack and migrate to the cloud promptly and without disruptions. Read more
Data and AI Turn your data into valuable insights with our holistic data management and AI/ML solutions. From client lifecycle management to brokerage services, we’ll help you leverage data to power marketing and document processing automation, and personalized recommendations. Read more
Automation Achieve automational excellence with business process automation solutions like Appian and Pega. We’ll help you streamline operations across the board, from portfolio management to Know Your Customer (KYC) compliance and client onboarding, while ensuring smooth system integration into your stack.
Engineering Drive innovation with our bespoke wealth and investment management solutions. Our staff in our capability centers in Poland and India can build bespoke components and systems under the team augmentation, output-based delivery or build, operate, transfer model. Read more
Extensive expertise Our team of 650+ experts in wealth and investment solutions are equipped to set your organization up for success.
Industry experience and technical prowess Our experience providing cutting-edge change, running and managing services for more than 350 financial clients in 70+ countries for nearly 50 years, as well hundreds of asset management experts, enables us to identify the ideal solution for your needs, digital maturity level, financial objectives, target users and customer segments.
Flexible engagement models Whether you want us to take on complete delivery ownership or prefer to augment your in-house talent with our experts, we’re at your service.
MassMutual gains speed and agility by moving to the AWS cloud MassMutual’s move to AWS, powered by DXC’s VANTAGE‑ONE and Wealth Management Accelerator, shows how cloud modernization speeds product innovation and strengthens digital wealth management capabilities. READ THE STORY
GoldenSource expands financial services offerings on AWS DXC’s support in transforming GoldenSource’s enterprise data platform into a scalable SaaS environment enhances the high‑quality market, risk and reference data foundations essential for modern wealth management analytics and portfolio oversight. READ THE STORY
Revolutionizing broker-bank relationships By enabling personalized, data‑driven engagement for brokers across multiple banking brands, DXC helps create stronger advisory experiences that mirror the tailored communication and relationship‑building central to wealth management services. READ THE STORY
Why banks prefer a mainframe hybrid cloud architecture Hybrid mainframe‑cloud architecture provides the secure, scalable, high‑performance foundation wealth management firms need to support complex portfolio systems, real‑time decisioning and resilient data operations. READ THE BLOG
Hidden infrastructure costs can jeopardize your organization’s future Exposing and eliminating hidden infrastructure costs enables wealth management organizations to reinvest in advanced analytics, personalization engines and modern advisory platforms that drive client value. READ THE BLOG
Make FinOps the strategic powerhouse for your enterprise Strategic FinOps empowers wealth management firms to optimize technology spending across cloud and on‑prem estates, ensuring smarter investments in digital advisory, data platforms and scalable customer‑experience capabilities. READ THE BLOG