Category
Investment AdvisoryClient Communication ManagementClient Relationship Management
Released
02 October 2019
Type:
Open API
AdviseWealth
Contact usAbout the partnership
The AdviseWealth workbench is a comprehensive relationship manager suite with end-to-end portfolio analytics, powerful financial planning tools, core and satellite portfolio management capabilities, personalized strategy screening that is supported by straight through process execution.
Key features
- Deeper analytics
- Detailed profiling
- Product & strategy screening