Empower your financial advisors and asset managers to focus on building personal connections and delivering value to customers instead of managing back-office operations with DXC Adaptix Solutions’s experience-powered, innovation-driven wealth management services.
Make your systems run like a well-oiled machine and leverage advanced technologies with DXC Adaptix Solutions’s modernization expertise in wealth management services. We’ll help you build a best-in-class software stack and migrate to the cloud promptly and without disruptions.
Turn your data into valuable insights with DXC Adaptix Solutions’s holistic data management and AI/ML solutions. From client lifecycle management to brokerage services, we’ll help you leverage data to power marketing and document processing automation and personalized recommendations.
Achieve operational excellence with business process automation solutions like Appian and Pega. We’ll help you streamline operations across the board, from portfolio management to KYC compliance and customer onboarding, while ensuring smooth system integration into your stack.
Drive innovation with DXC Adaptix Solutions’s bespoke wealth and investment management solutions. Our capability centers in Poland and India can build bespoke components and systems under the team augmentation, output-based delivery, or build, operate, transfer model.
As a trusted wealth and investment management partner, DXC ADAPTIX has the right combination of technical expertise, powerful accelerators and industry experience to transform your operations. We’ll help you leverage cutting-edge technologies to achieve operational excellence, streamline compliance, strengthen resilience and deliver superior customer experiences.
Eliminate operational inefficiencies and enable your financial advisor team to focus on building meaningful and impactful customer relationships with DXC Adaptix’s wealth management services.
Ensure your organization performs at its peak with our wealth and investment management advisory services for enhancing customer lifecycle management, regulatory compliance and operational efficiency.
Benefit from flexible and scalable support to power your critical system transition, business transformation and application servicing, whether you want to reimagine your brokerage services or portfolio management processes.
Rest assured your wealth management program delivery is smooth and efficient with DXC Adaptix Solutions’s broad range of turn-key services aligned with your financial goals and business needs.
Let us worry about maintenance, support and updates while you grow your business. We’ll ensure your systems are always at the top of the game and align with your needs.
Add an off-the-shelf solution to your digital ecosystem and achieve operational excellence while we ensure seamless integration and maximum performance to aid your financial advisor team.
We leverage our decades-long experience and technical expertise to solve the most complex of challenges for clients across the banking and capital markets industry:
Private banking
Investment banking
Wealth management and financial services firms
Hedge funds
We’ve built years-long partnerships with a wide range of leading solution vendors for wealth management firms, mutual funds and financial advisors. Our partner network includes cloud service providers (AWS, Microsoft Azure), BPA solution vendors (Appian, Pega), low-code platforms and more.
Our team of 650+ experts in wealth and investment solutions allows us to find the right approach to every challenge – and set your organization up for success.
We leverage our industry experience and technical prowess to identify the ideal solution for your needs, digital maturity level, financial objectives, target users and customer segments.
Whether you want us to take on complete delivery ownership or prefer to augment your in-house talent with our experts, we’re at your service.
For decades, we’ve been providing cutting-edge change, running and managing services for wealth management and financial services clients across the globe.
350+
BCM clients
trust DXC Adaptix Solutions with their technology needs
70+
countries
we operate in
650+
BCM experts
on our team
News and insights
We help asset managers, mutual funds and wealth managers reach and exceed their goals with cutting-edge technology solutions. Our recipe for success includes these four ingredients:
We can help you reimagine the whole customer journey, from lead generation, acquisition and onboarding to investment approach selection and continuous support. Here’s what we can do for you:
Adaptix’s data and AI solutions can enable you to:
You can benefit from data and AI capabilities within a single wealth management platform — our own LXA platform. Designed to be highly customizable and scalable, it enables wealth managers to deliver more value to customers and treat every customer as a segment of one.
We provide wealth and investment management services tailored to various clients, from hedge and mutual funds to investment and private banks. Our experience helps us understand how your financial advisor, wealth advisor or certified financial planner teams operate — and how to empower them to deliver even more value to your customers.
Here’s how your organization can benefit from our services:
