Solution
Wealth Management System
Industry
Finance
Technology
PHP, Laravel, Android, Swift
Expertise Delivered
Fintech Project Delivered With Completely New Product
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.