Wealth Management

Wealth Management

Client Wealth. From Every Angle.

Helping clients navigate today’s complex world of wealth management to successfully meet their financial goals is challenging, especially when portfolios include diverse and complex assets with increasing regulatory oversight.

To meet these challenges and lead the competition, Financial Institutions require the ability to securely share data while controlling the access and delivery of the data to their clients, PFM’s and aggregators.

Investors expect to receive their data through the latest innovations with customized views of the data. The key to the future of Financial Institutions is to provide secure, low-latency and comprehensive connectivity without surrendering the control which is paramount to a secure Fintech ecosystem.

Ninth Wave’s Wealth Management Software provides Fintech connectivity which enables Secure Data Sharing. The integration of this platform connects wealth and Fintech applications to the data that is held in the bank’s core systems.

Connectivity is the key to succeeding in the world of proliferating Fintech solutions with advanced yet fragmented capabilities.

“Connectivity is still missing-in-action within the Financial Services Industry…Providers of technology…need to prioritise integration…A siloed Fintech world cannot effect change.”
— Fintech Business Blog, July 23, 2018

Ninth Wave delivers seamless connectivity along with critical functionality:


Data sharing is based on client authorization and the use of advanced security models (OAuth, encryption, secure location, multi-factor authentication)


The Financial Institution can utilize rules to configure the platform. This provides an additional level of control for the FI.

Learn more about how Ninth Wave can provide you with universal financial data integration, delivering a secure, seamless and standardized information supply chain at massive scale.