List of Miles MoneyWare Wealth Management Customers
Mumbai, 400 059,
India
Since 2010, our global team of researchers has been studying Miles MoneyWare Wealth Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Miles MoneyWare Wealth Management for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Miles MoneyWare Wealth Management for Asset and Wealth Management include: Kotak Mahindra Bank, a India based Banking and Financial Services organisation with 103317 employees and revenues of $8.74 billion, Motilal Oswal Securities Ltd., a India based Banking and Financial Services organisation with 4500 employees and revenues of $1.50 billion, SBM Group, a Mauritius based Banking and Financial Services organisation with 1000 employees and revenues of $216.0 million, Emkay Global, a India based Banking and Financial Services organisation with 513 employees and revenues of $37.0 million and many others.
Contact us if you need a completed and verified list of companies using Miles MoneyWare Wealth Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Miles MoneyWare Wealth Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Emkay Global | Banking and Financial Services | 513 | $37M | India | Miles Software | Miles MoneyWare Wealth Management | Asset and Wealth Management | 2023 | n/a |
In 2023 Emkay Global deployed Miles MoneyWare Wealth Management to centralize wealth management reporting and operational workflows. Miles MoneyWare Wealth Management serves as Emkay Global's Asset and Wealth Management platform for MIS, client reporting, sales incentive calculations and reconciliation tasks.
Implementation focused on configuring Miles MoneyWare Wealth Management modules for management information system dashboards, product-level revenue reporting across wealth management offerings, incentive and VPP calculations for the sales force, and sub-broker payout processing. The deployment emphasized configurable reporting templates and automated data extracts to support quarterly cost revenue MIS and executive presentations produced by the Manager MIS and Strategies.
Operational integrations and data flows include use of Miles data outputs alongside ICRA report feeds to populate performance and compliance reports, coordination with AMCs for NAV and transaction reconciliation, and structured handoffs to the operations team for revenue reconciliation. The system supports finance team interactions for resolving partner payout discrepancies and expediting payments, and it feeds distribution and sales incentive workflows used by on-site Mumbai teams.
Governance and process changes were implemented to establish a single MIS ownership model under the Manager MIS and Strategies, to standardize reconciliation cadence with operations and AMCs, and to formalize quarterly reporting and presentation deliverables. The approach emphasizes system-driven reconciliation and incentive calculation routines within Miles MoneyWare Wealth Management to ensure alignment between sales, operations, and finance.
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Kotak Mahindra Bank | Banking and Financial Services | 103317 | $8.7B | India | Miles Software | Miles MoneyWare Wealth Management | Asset and Wealth Management | 2013 | n/a |
In 2013, Kotak Mahindra Bank implemented Miles MoneyWare Wealth Management. The deployment used Miles MoneyWare Wealth Management within the Asset and Wealth Management category to strengthen customer relationship management and provide a 360-degree portfolio view across asset classes in India. Vendor case materials identify Kotak Mahindra Bank as a MoneyWare customer and position the suite as a unifying platform for client and portfolio data across the bank's wealth operations. The project targeted wealth management and private banking business functions.
Module usage such as wealth and portfolio management, CRM, and reporting is inferred from vendor case-study content rather than documented module-level procurement dates, and these capabilities align with standard Asset and Wealth Management workflows for client lifecycle management, portfolio construction, and reporting. Operational scope focused on India, centralizing client relationship workflows and portfolio reporting to support relationship managers and portfolio oversight. Governance and process consolidation centered on unified client data stewardship and advisor workflow standardization to deliver a single portfolio view for multi-asset holdings.
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Motilal Oswal Securities Ltd. | Banking and Financial Services | 4500 | $1.5B | India | Miles Software | Miles MoneyWare Wealth Management | Asset and Wealth Management | 2014 | n/a |
In 2014 Motilal Oswal Securities Ltd. implemented Miles MoneyWare Wealth Management in the Asset and Wealth Management category. Miles Software cites Motilal Oswal Group as a MoneyWare client using MoneyWare Fund Management to automate fund accounting, portfolio and operations for its asset management business in India.
Vendor case materials indicate the deployment centered on the MoneyWare Fund Management capabilities within Miles MoneyWare Wealth Management, configured to handle fund accounting workflows, portfolio management functions, and back office operations automation. The implementation consolidated fund accounting and portfolio processing for the asset management business, aligning operational workflows with the application’s accounting and portfolio modules.
Operational coverage focused on Motilal Oswal Group’s asset management business in India, with the system used to centralize reconciliation, position management, and operations orchestration across fund and portfolio processes. Governance changes emphasized standardized operational procedures and system-enforced controls to support regulatory reporting and compliance workflows.
Miles Software reports that the Miles MoneyWare Wealth Management deployment improved operational efficiency and regulatory compliance for Motilal Oswal’s asset management operations, a statement drawn from vendor case material that also informs module assignment and scope.
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Banking and Financial Services | 1000 | $216M | Mauritius | Miles Software | Miles MoneyWare Wealth Management | Asset and Wealth Management | 2018 | n/a |
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