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
    18,034 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,502 Ratings
    Company Website
  • Logility Reviews & Ratings
    409 Ratings
    Company Website
  • PolyPM Reviews & Ratings
    59 Ratings
    Company Website
  • SBS Asset Finance Reviews & Ratings
    3 Ratings
    Company Website
  • Propel Reviews & Ratings
    210 Ratings
    Company Website
  • Wallester Reviews & Ratings
    263 Ratings
    Company Website
  • QuickFee Reviews & Ratings
    2 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,199 Ratings
    Company Website
  • Resco Mobile App Development Toolkit Reviews & Ratings
    2 Ratings
    Company Website

What is WealthMapper?

Elevate the growth of your wealth management business with a comprehensive and adaptable platform. The WealthMapper platform equips you to leverage a strong network of partners within our ecosystem, enabling the launch of groundbreaking retail wealth management offerings. This modular digital toolkit utilizes state-of-the-art technology and distribution methods, thereby accelerating both innovation and time to market. WealthMapper allows you to deliver seamless services that present a complete picture of clients’ financial assets, their current accessibility, and suggested actions for improvement. We offer extensive wealth management solutions that range from customizable client-facing services to sophisticated and efficient back-office operations. For financial service providers, WealthMapper supports your growth ambitions with pre-integrated, premium solutions and services. For consumers, it acts as a vital resource to improve visibility, access, and actionable insights into their financial health, making it easier to make informed financial choices. Additionally, WealthMapper not only enhances operational efficiency but also fosters stronger client relationships through its user-centric design. Ultimately, WealthMapper emerges as a game-changing asset in the wealth management sector.

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.

Media

Media

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

tietoevry

Company Location

United States

Company Website

www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/

Company Facts

Organization Name

Valuefy

Date Founded

2010

Company Location

United Kingdom

Company Website

valuefy.com/wealth-in-box/

Categories and Features

Categories and Features

Popular Alternatives

Bravura Sonata Reviews & Ratings

Bravura Sonata

Bravura Solutions

Popular Alternatives

Garradin Reviews & Ratings

Garradin

Bravura Solutions
Contemi Wealth Intelligence Reviews & Ratings

Contemi Wealth Intelligence

Contemi Solutions
Crowd Wealth AI Reviews & Ratings

Crowd Wealth AI

ProdCrowd AI
Cheetah Wealth Management Reviews & Ratings

Cheetah Wealth Management

Accutech Systems
WealthMapper Reviews & Ratings

WealthMapper

tietoevry