Wealth & Private Banking › Portfolio & Wealth Management › Wealth Management Platform

GBST

Cloud-based wealth administration, advice, and digital customer experience platforms for financial services

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Overview

GBST provides technology solutions for wealth management organisations, including administration platforms (Composer for mutual funds, pension providers, and investment platforms; Catalyst for digital wealth management), advice solutions (WealthConnect Professional and Digital built on Salesforce, plus Hybrid and Digital Advice platforms), and digital customer experience tools (Equate calculators and scenario modellers). The company has partnered with financial services organisations globally since 1983, delivering SaaS and cloud-based solutions.

GBST's platforms support straight-through processing from front-end portals to back-office operations, compliance-focused practice management, real-time advice modelling, and customisable online experiences. Recent developments include advice modelling enhancements for WealthConnect and platform upgrades such as Novia Global's migration to SaaS on the Composer platform.

Key Features

+ Composer wealth administration platform for mutual funds and pension providers
+ Catalyst digital wealth management with straight-through processing
+ WealthConnect Professional advice practice management on Salesforce
+ Hybrid and Digital Advice platforms with real-time scenario modelling
+ Equate financial calculators and scenario modelling tools
+ Cloud-based SaaS deployment with automated compliance workflows

Integrations

Salesforce

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