WealthObjects

Was ist WealthObjects?

Asset and Wealth Managers, Banks, Insurance Companies, Brokerages and many others work with WealthObjects to launch fully customised omni-channel digital platforms, or to improve their existing offerings.

Wer verwendet WealthObjects?

Asset and Wealth Managers, Banks, Insurance Companies, Brokerages and many others work with WealthObjects to launch customised omni-channel digital platforms, or to improve their existing offerings.

Wo kann WealthObjects bereitgestellt werden?

Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil)

Über den Anbieter

  • WealthObjects
  • 2014 gegründet
  • 24/7 Live-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigtes Königreich

Sprachen

Nicht vom Anbieter bereitgestellt

Über den Anbieter

  • WealthObjects
  • 2014 gegründet
  • 24/7 Live-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigtes Königreich

Sprachen

Nicht vom Anbieter bereitgestellt

WealthObjects – Videos und Bilder

WealthObjects Software - 1
WealthObjects Software - 2
WealthObjects Software - 3
WealthObjects Software - 4
WealthObjects Software - 5
6 weitere anzeigen
Videos zu WealthObjects
WealthObjects Software - 1
WealthObjects Software - 2
WealthObjects Software - 3
WealthObjects Software - 4
WealthObjects Software - 5

Kosten ähnlicher Produkte wie WealthObjects vergleichen

WealthObjects

(0)
Nicht verfügbar
Kostenlose Version
Gratis Testen
Nicht verfügbar
Kostenlose Version
Gratis Testen
Nicht verfügbar
Kostenlose Version
Gratis Testen
150.000,00 $/einmalig
Kostenlose Version
Gratis Testen

WealthObjects Funktionen

  • Anleihen / Aktien
  • Benchmarking
  • Compliance-Verfolgung
  • Daten-Import / -Export
  • Investment-Tracking
  • Kundenmanagement
  • Kundenportal
  • Leistungskennzahlen
  • Risikomanagement

Alternativen für WealthObjects

JUMP ASSET MANAGEMENT is a complete Front-to-Back investment management platform, adapted to the business needs of investment managers.
White label Robo-advisor solution for advisors.
Empowers Alternative Fund Managers to manage their investments and their entire investor base in a single, cutting-edge portal.
Front-, middle- & back office. Order-, Portfolio&Fundmanagement + Reporting. "Learn while use" chat support. Winner at Opalesque. Bestens geeignet für Crypto Portfolios und Fonds! Erfahre mehr über Octopus
Portfolio management system that includes CRM, order or risk management, tax reporting, FINSA, FINIA, and FATCA capabilities.
With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Professional and flexible solution for Independent Asset Managers, Family Offices and Private Banks.
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.
Juniper Square ist eine nutzerfreundliche All-in-one-Investment-Management-Software, die speziell für die Immobilienbranche entwickelt wurde.
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more.
MRI Software ist ein führender Anbieter von innovativen Softwareanwendungen für Immobilien und gehosteten Lösungen.
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
Backstop Solutions bietet Cloud-basierte Produktivitätslösungen für institutionelle Wertpapierfirmen und alternative Vermögensverwalter.

Software gefunden in