Wealth Management Software Solutions
A Powerful technology platform build to automate asset management & accounting

APPLIED SKILLS

Databases
0%
Programming
0%
Usability
0%
Graphic Design
0%
Testing
0%
Solution

Wealth Management System

Industry

Finance

Technology

PHP, Laravel, Android, Swift

Expertise Delivered

Fintech Project Delivered With Completely New Product

I

t is a Saas-based asset management, accounting & reporting system based website and mobile application. It is a cost-efficient and integrated software platform that creating a paradigm shift in the wealth management industry. It also provides a complete view of family’s entire net-worth, household and account level view, fully configurable portfolio reporting and reconciliation, data aggregation and analytics tool, etc.