MoneyWare
MoneyWare is a sophisticated wealth management platform that empowers wealth managers to streamline their operations across the entire business life cycle. Supporting various client segments, including high net worth individuals and family offices, it offers customizable solutions for client management, portfolio oversight, and compliance, all while enhancing advisor productivity and operational efficiency.
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Top MoneyWare Features
- Integrated front-to-back office solution
- Customizable client management tools
- Comprehensive portfolio management suite
- Real-time broker/exchange integration
- Advanced portfolio and risk analytics
- Seamless core banking integration
- Multi-channel client engagement
- 360-degree client view
- Alerts for key investment activities
- Efficient appointment scheduling feature
- Enhanced capabilities for alternative assets
- Mobile app for on-the-go management
- Flexible product portfolio enhancement
- Comprehensive revenue repository
- Rule-based compliance monitoring
- Notifications for investment milestones
- Systematic investment capabilities
- Structured product support
- Robust security framework
- Increased advisor productivity.
