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Financial Advisors & Wealth Management

  • Subscription based Advisor Mobility platform suite – CAPEX turning in to OPEX
  • Integrated one-stop-shop solutions FINRA Compliance, brokerage compliance, OSJ compliance and Advisory Compliance
  • Advisor and Wealth Rep Tools for increased productivity while on the go
  • CRM Integration and Onboarding/Account Opening
  • Multi-custodian multi strategy portfolio management, performance management
  • Reporting – Web, Interactive and mobile
  • Big data driven Insights – actionable, real-time, targeted by locale or other

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