WeAdvise

AN EASY-TO-INTEGRATE SOLUTION FOR DIGITAL AND HYBRID BUSINESS MODELS
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Overview
WeAdvise
As 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.

We believe in a model of hybrid advice, i.e. a model that combines personal relations with digital tools.

Media
Core Features
Stock Portfolio Management Features
  • Client Management
  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Risk Management
  • Tax Management
  • Technical Analysis
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
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