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Asset Management Automation
abcWealthConnect
An asset management platform for portfolio, transaction and internal control
Built for
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Asset Management Firms
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Type 9 Licensed Corporations
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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.
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Profile level - relationship management
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Account level -client information retention
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Portfolio management
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P&L report generation
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Integrate with account opening system
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