Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nexo Reviews & Ratings
    18,666 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Papirfly Reviews & Ratings
    161 Ratings
    Company Website
  • Pensero Reviews & Ratings
    3 Ratings
    Company Website
  • Verizon Connect Reviews & Ratings
    1,003 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,200 Ratings
    Company Website
  • TriNet Reviews & Ratings
    1,994 Ratings
    Company Website
  • Dialpad Support Reviews & Ratings
    1,600 Ratings
    Company Website
  • Order.co Reviews & Ratings
    228 Ratings
    Company Website
  • Admiral Reviews & Ratings
    73 Ratings
    Company Website

What is Keenai?

Keenai revolutionizes the concept of wealth through a blend of intelligence, where seasoned expertise intersects with cutting-edge innovation. By redefining the landscape of wealth management, Keenai integrates human insight with AI capabilities, creating a new paradigm known as Augmented Intelligence. This dynamic synergy yields sharper insights and reveals opportunities that may be overlooked by others. The fusion of human creativity and advanced technology equips investors and advisors worldwide to make more informed and assured decisions. Our leadership team, each with over two decades of experience, contributes exceptional wisdom to every choice we make. We cultivate a culture that emphasizes ongoing education and development, leveraging our extensive backgrounds to foster innovation and drive success. Keenai Wealth is our dedicated wealth management application, designed to provide customized investment solutions, enriched by profound insights tailored to the unique requirements of global investors. Additionally, Keenai Pulse offers tools that enhance your competitive advantage in the market, ensuring you stay ahead.

What is Global WealthES?

Global Wealth Enterprise Solution, commonly known as Global WealthESâ„¢ and formerly called TrustPortal, provides a comprehensive Wealth Management platform tailored for both large and medium-sized financial organizations, enabling them to function with optimal efficiency. This solution boasts an extensive array of features that are intricately interconnected to ensure seamless processing, resulting in enhanced scalability and operational effectiveness. The application offers a diverse range of functionalities, which include Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and sophisticated data analytics aimed at improving business intelligence. Furthermore, it facilitates trading through an integrated FIX engine, linking to over 400 brokers for immediate trade execution and confirmations. With its extensive reporting capabilities, the platform provides both internal and client-facing reports and statements, along with integrated data mining tools, ensuring mobile accessibility across all devices, thus making it an adaptable solution for contemporary wealth management requirements. In summary, Global WealthESâ„¢ is an indispensable tool for financial institutions aspiring to enhance their wealth management offerings, and its comprehensive nature positions it as a leader in the industry.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Keenai Global

Date Founded

2021

Company Location

Singapore

Company Website

www.keenaiglobal.com

Company Facts

Organization Name

Fi-Tek

Date Founded

1999

Company Location

United States

Company Website

www.fi-tek.com/globalwealthes

Categories and Features

Wealth Management

Not specified

Categories and Features

Investment Management

Accounting Management
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Portfolio Management

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
BITA Risk Reviews & Ratings

BITA Risk

corfinancial
Summit Reviews & Ratings

Summit

Summit Wealth Systems
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company
FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group