ÌìÃÀ´«Ã½

Brochure

Embrace the New Era of Wealth Management

A front-to-back wealth management ecosystem, ÌìÃÀ´«Ã½ integrates portfolio management, pre and post-trade compliance solutions, and customizable reporting with financial planning to support a holistic wealth offering available on a cloud-based platform available as a hosted or fully outsourced solution.