Caliber WMS provides Financial Institutions with rich, end-to- end functionality and the capability to streamline their operations, while offering superior and personalized services to their elite and demanding clientele. It can be used as stand-alone service or integrated into the existing infrastructure.

Key Features

  • Advanced client and relationship management tools at all stages
  • Prospects status tracking during the sales cycle
  • Powerful KYC data collection workflows, profiling, scoring and user-friendly activities management
  • Multi-services support (execution, advisory, discretionary)
  • Service-based functionality for order management, proposal generation and re balancing
  • Complete coverage of traditional banking and global investment products with flexible asset classification tools
  • Robust rules-based compliance engine to achieve effective risk control and compliance with regulations
  • Multi-level performance analysis following GIPS standards and risk metrics
  • Real time 360° client view and in-depth information through an extensive set of reporting views
  • Business analysis and top management reporting with 24/7 access to all data through web and mobile tools



  • Provide a unique customer experience with a customised approach
  • Improve productivity and reduce operational cost
  • Make better-informed decisions by using the analysis tools provided
  • Streamline and improve communication with clients
  • Control and monitor risk at any time
  • Be proactive to market needs by delivering new products fast
  • Comply with international and local regulatory requirements
  • Closure Remarks


Why Caliber WMS?

When flexibility and reliability are paramount to your business and your customers, this private wealth management software can streamline your operations, achieving cost efficiency and risk reduction, while market-tested tools ensure improved productivity and quality of service with optimized profit margins.