Our technology automates the wealth management process into a cost-effective online solution. It simplifies the entire investing process “client on-boarding, record-keeping, portfolio construction, and rebalancing” into a streamlined end-to-end solution.
White-labeled technology that can be tailored to advisor and investor needs
Ability to create multiple portfolios and utilize different types of securities
Next generation digital experience including mobile/tablet ready
For life insurance, annuities, financial and estate planning
Screen mirroring and online chat options
Maintain records of all relevant data
256-bit encryption provide by Thawte