WeAdvise
AN EASY-TO-INTEGRATE SOLUTION FOR DIGITAL AND HYBRID BUSINESS MODELS
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.
2018
Germany
- Investment-management
- English
Industries
-
Investment-management
Licensing & Deployment
-
Open Source
-
Cloud Hosted
-
Windows
-
Mac
-
Linux
Support
-
Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
Media
WeAdvise Core Features
Focus of Wealth Management Feature
- 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
WeAdvise Reviews
This profile is not claimed
Do you own or represent this business? Enter your business email to claim your Goodfirms profile.