Greenware Solutions : Technology to Drive Growth in Investment Solutions
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Tell us about GWS's journey and the industry standards it has established thus far.Greenware Solutions was founded 5 years ago by a group of Financial Technology experts with the combined expertise of 125+ man years. They came together with the intent of creating a platform that would assist financial institutions in developing bridges with their investors. GWS is a B2B tech provider that offers a platform for Distributors, Brokers, Wealth Managers, and Financial Institutions. It enables them to onboard and manage investments for their clients across a wide range of asset classes, such as mutual funds, equity, fixed deposits, bonds, and other structured products.
The platform is cloud-hosted but can also be deployed on-premise; it enables client onboarding, DIY and assisted order execution, payment gateway integration, and a slew of extensive yet user-friendly reports for investors and the servicing team.
Tell us about GWS's market position.
Some of the top names in the financial business use the GWS platform. The technology is utilized to manage assets worth more than ₹ 30,000 crores. Its unique features such as CAS import, recommendations and baskets, goal planning, investment guidelines tracking, and so on make it extremely useful to both Wealth Managers and Investors. GWS has set industry standards with its user friendly interface and rich reporting capabilities.
The platform's strong back office capabilities are the mainstay that promotes efficiency and accuracy. GWS has carved an interesting route in the competitive wealth tech industry and is pleased to be associated with Distributors, Brokers, Wealth Managers, Banks, and AMCs.
What are the opportunities that you foresee?
With increased digitization comes the potential to scale, and with increased size comes the opportunity to provide value to a broader group of people. One of the most important tenets of a successful individual is financial security. GWS recognizes that digitization and democratization of technology will provide doors for individuals, institutions, and organizations, and aims to be a strategic player in this evolving financial ecosystem.
Which are the areas that Greenware Solutions is goingto advance in and what's its future roadmap?
Greenware Solutions has a horizontal focus that spans asset classes, and it will continue to grow and add support for additional asset classes. Greenware already supports MF, FD, Bonds, Equity, and IPOs, and is in the process of adding support for PMS and AIF. Greenware will vertically delve into each asset class in addition to the horizontalization of assets.
This will cover not only asset class recording and reporting, but also onboarding, transacting, and reconciliation capabilities. Greenware intends to collaborate with a wide range of Financial Institutions to serve a significant number of retail and corporate investors, with a clear focus on B2B solutions.
With increased digitization comes the potential to scale, and with increased size comes the opportunity to provide value to a broader group of people. One of the most important tenets of a successful individual is financial security. GWS recognizes that digitization and democratization of technology will provide doors for individuals, institutions, and organizations, and aims to be a strategic player in this evolving financial ecosystem.
GWS recognizes that digitization and democra-tization of technology will provide doors for individuals, institutions, and organizations, and is and will be a strategic player in this evolving financial ecosystem
Which are the areas that Greenware Solutions is goingto advance in and what's its future roadmap?
Greenware Solutions has a horizontal focus that spans asset classes, and it will continue to grow and add support for additional asset classes. Greenware already supports MF, FD, Bonds, Equity, and IPOs, and is in the process of adding support for PMS and AIF. Greenware will vertically delve into each asset class in addition to the horizontalization of assets.
This will cover not only asset class recording and reporting, but also onboarding, transacting, and reconciliation capabilities. Greenware intends to collaborate with a wide range of Financial Institutions to serve a significant number of retail and corporate investors, with a clear focus on B2B solutions.
