Connected Wealth

Digital wealth management

Digital onboarding and portfolio monitoring offering

DXC Luxoft and Tiller Technologies have partnered to offer a unique SaaS self-service onboarding solution that
minimizes risk and maximizes IT spend. Tiller is a specialized software development firm focusing on solutions
for the wealth management industry and associated sectors.

Tiller: Scalable, hyper-personalized Tiller digital client onboarding

SaaS solution for regulated businesses
Thrust into the spotlight by COVID, wealth management firms
have been forced to change how they service and engage their
clients. With a heritage in wealth management, we understand
the nuanced complexity of the checks and processes required
across the life cycle of client engagement in a regulated business.
For ambitious companies, Tiller makes solving those big
problems simple.
Sign anyone up, at anytime, from your anywhere, securely from
your mobile device. ‘Onboard’ is a secure, scalable system to
collect, check and verify customer information digitally. By scanning
a client’s passport and their face through a mobile, ‘Onboard’ can
automatically run AML and KYC processes in seconds — no more
paperwork or form filling for you or the client. Removing the need
for face-to-face processes via remote client self-serve.

Tiller omnichannel wealth tools

A seamless series of client-facing modules joined together to
create a best in-class wealth journey. Fully digital or blended for Omnichannel
a hybrid approach to fit your company’s needs. Modules can client experience
include automated onboarding, attitude-to-risk, product
selection (including risk management), online portal
and on-demand reporting. Digital Portfolio risk
onboarding

Tiller portfolio risk suitability monitoring

Construct provides a flexible systematic framework for SaaS
Portfolio Risk Monitoring solution. It monitors portfolio-risk
drift, facilitates rebalancing and optimization of portfolios
automatically. It is designed to be used by both the investment
team and the end client. System Application Infrastructure
integration support support

Our joint offering provides:

• Ability to onboard clients digitally within minutes,
• SaaS Client self-service onboarding solution across 140+ locations

• SaaS Portfolio Risk Monitoring solution • Assess risk across thousands of portfolios
in a matter of minutes
• System setup and integration project services

• Hyper-personalized omnichannel experience

For more information, please contact financialservices@luxoft.com

About DXC Luxoft
DXC Luxoft is the design, data and development arm of DXC Technology, providing bespoke, end-to-end technology solutions for mission
critical systems, products and services. We help create data-fueled organizations, solving complex operational, technological and strategic
challenges. Our passion is building resilient businesses, while generating new business channels and revenue streams, exceptional user
experiences and modernized operations at scale.