WealthMapper
WealthMapper is a modular wealth management software designed to enhance financial service providers' capabilities. It offers a robust digital toolkit for delivering innovative retail wealth management solutions, allowing seamless integration of various services. With features for holistic financial visibility and actionable insights, it empowers both institutions and consumers to achieve their financial goals efficiently.
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Top WealthMapper Features
- Modular digital toolkit
- Seamless customer services
- End-to-end wealth management solutions
- Pre-integrated best-in-class solutions
- Goal-based savings integration
- AI-powered robo-advisory services
- Automatic portfolio rebalancing
- Smart transaction categorization
- ESG scoring visibility
- Holistic wealth overview
- Flexible customer-facing services
- Global asset access
- Customizable financial planning tools
- Incremental savings methods
- Granular insurance instruments
- Regulatory compliance reporting
- Rapid service launch capabilities
- Open architecture for integrations
- Enhanced digital self-service
- Consumer behavior analytics
