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abcWealthConnect

Asset Management Automation 

abcWealthConnect

An asset management platform for portfolio, transaction and internal control

Built for

  • Asset Management Firms

  • Type 9 Licensed Corporations

  • External Asset Managers (EAM)

Spend Less Time Managing

But

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

  • Portfolio management

  • P&L report generation

  • Integrate with account opening system

Master Data Management
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Download Wealth Connect Brochure

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.

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