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WealthCraft Systems Limited, based in Hong Kong, is a WealthCraft HK subsidiary that provides financial planning and investment professionals with wealth management, portfolio monitoring, and customer relationship management (CRM) technologies and services. The firm's Advisor Workbench product optimizes CRM, financial planning, investment research, trade execution, and other operations. A back-office system supports order execution, order management, and portfolio and commission management processes. The firm's platform allows users to access the SWIFTNet Funds transfer system. WealthCraft Systems' platform is marketed to advisory firms, securities brokerage firms, banks, mutual funds, and insurance companies across Asia. The hosted technology is offered to customers on a subscription basis. Advisor Workbench allows financial institutions to automate transactions, improve customer service, and increase revenue. The system includes financial needs analysis, strategic planning, asset allocation, regulatory compliance management, and other tools. The company has formed partnerships with Standard & Poor's, Microsoft (R), and SWIFT.
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