Mobius Wealth
Mobius Wealth is a sophisticated mobile wealth management app that seamlessly connects with existing back-end systems, offering an engaging digital experience across all communication channels. It enables portfolio monitoring, performance analytics, and transaction insights, while adhering to stringent security standards. This white-labeled solution enhances client engagement and service for financial institutions.
Top Mobius Wealth Alternatives
Elysys Wealth
Leveraging the robust Microsoft Dynamics 365 Business Central platform, Elysys Wealth offers specialized treasury management applications that streamline financial processes.
MoneyWare
MoneyWare is a sophisticated wealth management platform that empowers wealth managers to streamline their operations across the entire business life cycle.
Keenai
Keenai is a cutting-edge wealth management software that integrates AI-driven insights with personalized services.
WealthOS
Offering cloud-native solutions, WealthOS revolutionizes transfer management, pension drawdown, and client billing.
iPM Portal
iPM Portal is a cutting-edge wealth management software that combines portfolio management and CRM functionalities, allowing investment firms to seamlessly oversee portfolios, accounts, and relationships.
KidBrooke OutRank
OutRank revolutionizes financial decision-making by seamlessly integrating advanced analytics and simulations into personal finance management.
Global WealthES
It streamlines processes through end-to-end features, ensuring efficient financial planning, investment management, and account administration...
Provisian
By integrating with over 11,000 financial institutions, it offers tools for scenario analysis, personalized investment...
Garradin
Its modular design supports a variety of investment vehicles, from trusts to managed accounts, enhancing...
Dimply
It harnesses diverse data sources to create hyper-personalized experiences at scale, ensuring seamless engagement and...
Etops
Covering everything from lead generation and CRM to compliance and reporting, it enhances operational efficiency...
Axisoft
With offices across Asia, it combines profound financial knowledge with cutting-edge technological solutions, ensuring tailored...
Dynamic Planner
Its sophisticated features enhance efficiency, enabling firms to conduct annual reviews in under 35 minutes...
Objectway
This cloud-ready platform enhances wealth managers' productivity through optimized client engagement, robust compliance measures, and...
Savvy
Supported by a dedicated team, Savvy ensures your assets are safeguarded and strategically grown...
Top Mobius Wealth Features
- Mobile wealth management app
- Native mobile platform
- Integrates with back-end systems
- Attractive single presentation
- Portfolio monitoring capabilities
- Drill-down portfolio analytics
- Performance comparisons with models
- Real-time transaction access
- Enhanced client service features
- White-label branding options
- Compliance with security standards
- Omni-channel digital experience
- Cross-platform accessibility
- Automated client notifications
- Customizable user interface
- Advanced data visualization tools
- Multi-factor authentication support
- Seamless integration with trading platforms
- Adaptive portfolio management tools
- Comprehensive client reporting options
