OWN YOUR CLIENTS’
DIGITAL FINANCIAL LIVES

 

The digital era represents a leap forward in investors’ expectations of the user experience. But it also represents a great opportunity for financial firms.

Wealthsqope, a SaaS wealth management solution, allows financial firms to provide investors with transparency into and control of their investments, helping to improve investor performance and deliver unparalleled data and analytics-driven guidance with actionable ideas.

With Wealthsqope, your firm can exceed your investors’ online investment expectations, putting you at the center of their digital financial lives.

DELIVER A UNIFIED DIGITAL EXPERIENCE

In this digital financial life era, investors’ expectations are higher than ever. Wealthsqope allows your firm to deliver industry-leading functionality across all investment channels, while maintaining and enhancing your corporate brand.

• Account Management
• Mobile & Tablet Enabled
• Personal Portfolio Management
• Money Movement
• Market & Investments Data
• Advisor Focused Features
• Trading
• User Personalization

SOLUTIONS DESIGNED TO MEET YOUR NEEDS

No two firms are alike. That is why we offer a range of deployment solutions that deliver a lower cost model, faster time to market, deep functionality, technical capability, and more.

I need a complete turnkey solution.

Whether you need a fully hosted solution with direct login, or an installed solution with single sign on, Wealthsqope delivers a complete turnkey solution that offers fully branded configured pages.

I need a solution that offers deeper integration.

If users log on to your site, Wealthsqope offers a hybrid solution made up of a fully hosted branded component with a single sign on, plus embedded widgets and web services to deliver an integrated user experience.

I would like to build my own custom brokerage UI.

Wealthsqope provides a set of web services allowing firms to build their own UI using the same web services used to power Wealthsqope.

WEALTHSQOPE IS A WIN-WIN

BENEFITS FOR

YOUR FIRM

BENEFITS FOR

YOUR CLIENT

See how Wealthsqope has benefited financial institutions and their clients, and what it can offer your firm.

HOW CAN WE HELP YOU TRANSFORM YOUR CLIENTS’ DIGITAL EXPERIENCE?

CONTACT US TODAY