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What is Zoomia?

We provide a cloud-based solution aimed at streamlining a diverse array of business operations. Our platform is designed for exceptional flexibility and quick implementation of IT initiatives, making it suitable for numerous automation tasks, regardless of your skill level. To begin, just fill out the online registration form and confirm your email and phone number to access the platform. Although viewing the tutorial video is not mandatory, it offers crucial information on making the most out of the platform. Once registered, you can start customizing the system to align with your organization’s unique needs by submitting support requests or utilizing the integrator panel. From the very beginning, you will have access to the essential functionalities, while also having the option to deploy additional functional modules at the same time. Features including automated workstations, cloud services, document management, and accounting are effortlessly incorporated into various businesses, ensuring they remain compatible regardless of their longevity or sector. This adaptability allows organizations to significantly boost their operational efficiency and seamlessly respond to changing demands. As you explore the platform, you’ll discover even more tools and capabilities that can help drive your business forward.

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

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$15 per month
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

Capstone

Date Founded

2018

Company Location

United Arab Emirates

Company Website

zoomia.org

Company Facts

Organization Name

Fi-Tek

Date Founded

1999

Company Location

United States

Company Website

www.fi-tek.com/globalwealthes

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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