Vumi
A powerful data analysis software, Vumi streamlines investment transaction management by aggregating and categorizing data from various banks. It automates real-time portfolio analysis and report generation, allowing financial advisors to enhance client experiences and make informed decisions. The platform supports a 360º view of assets while ensuring top-notch security and scalability.
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Top Vumi Features
- Real-time investment transaction aggregation
- Advanced portfolio analysis automation
- Customizable scalable reporting
- Wealth API for digital products
- Comprehensive asset overview
- Centralized investment management platform
- Multi-bank connectivity for data access
- Daily user transaction updates
- Enhanced client experience personalization
- Efficient resource allocation for analysis
- 360-degree wealth visualization
- Alternative and illiquid asset inclusion
- Secure encrypted data processing
- AWS-hosted for high security
- Customizable Finlink Widget integration
- Strict security compliance certifications
- Continuous financial data consolidation
- User-friendly financial control interface
- Streamlined financial management processes
- Innovative wealth management solutions
