WeAdvise

AN EASY-TO-INTEGRATE SOLUTION FOR DIGITAL AND HYBRID BUSINESS MODELS

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WeAdvise provides of white-label technology for wealth management. Our solution enables established financial services firms like banks, insurance companies and wealth managers to tap into new revenue sources and increase customer loyalty with state-of-the-art digital offerings. Our technology is highly adaptive, immediately ready-to-use and fully compliant with regulatory and data security requirements. WeAdvise is an independent B2B provider our objective is to develop the leading technology platform for modern investments through the use of a straightforward, user-friendly customer interface.
WeAdvise
2018
Germany
1 Industry
1 Language

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux

SUPPORT

  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

WeAdvise Core Features

Wealth Management

  • Asset Reporting
  • Client Portal
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
  • Valuation & Risk Management

WeAdvise Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based

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