Asset Management Automation
An asset management platform for portfolio, transaction and internal control
Asset Management Firms
Type 9 Licensed Corporations
External Asset Managers (EAM)
Spend Less Time Managing
More Time Growing Your Business
Master your clients data including contact details, holdings, transaction records, statements etc.
Profile level - relationship management
Account level -client information retention
P&L report generation
Integrate with account opening system
Get in Touch
We would like to show you what our WealthTech products can do for your business.
Contact us today to schedule a consultation and learn more about how we can help your business succeed.