Wealth Management Software

Wealth Management


Wealth Management solutions streamline and simplify complex financial activity of high-net-worth individuals via a secure online client management portal. Typically aimed at wealth managers and private banks, wealth management solutions aid with managing their clients’ portfolio, loans, and securities.

Common Features

  • Portfolio and Account Management
  • Multi-Currency Accounting
  • Securities Management
  • Client Management & Engagement
  • Risk Management
  • Analytics and Reporting
  • Device Access
  • APIs and Integration
  • Loan Management

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