OWN YOUR CLIENTS’
DIGITAL FINANCIAL LIVES
The digital era represents a leap forward in investors’ expectations of the user experience. But it also represents a great opportunity for financial firms.
Wealthsqope, a SaaS wealth management solution, allows financial firms to provide investors with transparency into and control of their investments, helping to improve investor performance and deliver unparalleled data and analytics-driven guidance with actionable ideas.
With Wealthsqope, your firm can exceed your investors’ online investment expectations, putting you at the center of their digital financial lives.
DELIVER A UNIFIED DIGITAL EXPERIENCE
In this digital financial life era, investors’ expectations are higher than ever. Wealthsqope allows your firm to deliver industry-leading functionality across all investment channels, while maintaining and enhancing your corporate brand.
• Account Management
• Mobile & Tablet Enabled
• Personal Portfolio Management
• Money Movement
• Market & Investments Data
• Advisor Focused Features
• User Personalization
SOLUTIONS DESIGNED TO MEET YOUR NEEDS
No two firms are alike. That is why we offer a range of deployment solutions that deliver a lower cost model, faster time to market, deep functionality, technical capability, and more.
I need a complete turnkey solution.
Whether you need a fully hosted solution with direct login, or an installed solution with single sign on, Wealthsqope delivers a complete turnkey solution that offers fully branded configured pages.
I need a solution that offers deeper integration.
If users log on to your site, Wealthsqope offers a hybrid solution made up of a fully hosted branded component with a single sign on, plus embedded widgets and web services to deliver an integrated user experience.
I would like to build my own custom brokerage UI.
Wealthsqope provides a set of web services allowing firms to build their own UI using the same web services used to power Wealthsqope.
WEALTHSQOPE IS A WIN-WIN