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Ratings and Reviews 0 Ratings
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What is Wealth in a Box?
Wealth in a Box represents a modern and adaptable system that incorporates technological solutions throughout the front, middle, and back offices to streamline wealth management, leading to increased efficiency and reduced costs. With its five-tiered structure, it is ideally suited for managers who are looking for sophisticated and agile wealth tech solutions, allowing them to deliver outstanding service to both high-net-worth and ultra-high-net-worth clients. This cutting-edge platform empowers firms to maintain a competitive edge in the market while successfully addressing the changing demands of their clientele and fostering stronger client relationships. As the financial landscape evolves, the ability to adapt and innovate becomes crucial for sustained success.
What is Mobius Wealth?
Mobius Wealth distinguishes itself as a remarkable mobile wealth management application that effortlessly integrates with your existing back-end systems, providing clients with an interactive digital experience across multiple communication channels, including both web and mobile platforms. By leveraging data from your operational systems, such as investment management tools, trading platforms, and market data feeds, Mobius Wealth compiles this information into a unified and visually appealing interface while upholding stringent security measures. This native mobile application boasts a front-end platform that can connect seamlessly to any back-end infrastructure within the financial services sector. Users gain access to extensive portfolio monitoring and in-depth analytics, featuring insights into their holdings, performance metrics, and transaction histories, along with the ability to make comparisons with model portfolios. The solution significantly enhances client service by allowing both relationship managers and clients to easily access relevant information, all while offering customization options to reflect the unique branding and services of different organizations. Furthermore, it adheres to the highest security compliance standards for both web and mobile applications, ensuring that sensitive client information is safeguarded at all times. In addition to these features, Mobius Wealth also enables financial professionals to strengthen client relationships by providing timely insights and personalized service, ultimately empowering them to thrive in a competitive digital landscape. Ultimately, Mobius Wealth empowers financial professionals to deliver superior service while maintaining a strong brand presence in the digital realm.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Valuefy
Date Founded
2010
Company Location
United Kingdom
Company Website
valuefy.com/wealth-in-box/
Company Facts
Organization Name
Profile Software
Company Location
Greece
Company Website
www.profilesw.com/en/mobius-wealth.php