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Asset Management Automation 


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


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
Wealth Connect
Wealth Connect
Download Wealth Connect Brochure

Click here to download

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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