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Description

Optimize every facet of your back-office operations with Garradin, Bravura’s all-encompassing solution for private wealth and portfolio administration, which empowers you to oversee all your administrative and reporting requirements through one unified system. As a top-tier private wealth and portfolio administration tool, Garradin is specifically designed to cater to the varied administration demands of multiple investment vehicles, such as retail and wholesale wealth management, trusts and estates, SMSFs, managed accounts, fund accounting, and taxation. With its foundation on an open and scalable architecture, Garradin offers a modular and easily customizable framework that provides extraordinary flexibility and operational efficiency, aiding in your business's expansion. By integrating your systems into one platform, your organization can establish a forward-looking foundation that prioritizes improving customer satisfaction, business performance, and compliance measures. The Garradin platform not only streamlines your operations but also positions you to leverage the most comprehensive private wealth management solution available today, ultimately fostering a more robust and future-ready business environment.

Description

Wealth-X Screening harnesses the power of cutting-edge wealth screening technology to maximize the value of your customer or prospect data, utilizing our exceptional insights into the wealthiest individuals worldwide. With a track record of excellence in wealth assessment and identity matching, our dedicated team enhances the accuracy and effectiveness of your data screening on a global scale. The Wealth-X Screening process delves into your current database, uncovering high and ultra-high-net-worth individuals, while also detailing their wealth profiles and personal connections. Additionally, it categorizes these individuals by wealth tier and match quality, facilitating easy organization and prioritization of potential leads. By tapping into the relationship networks of these identified matches, you can broaden your pool of qualified prospects and propel your new development initiatives. This strategic approach not only identifies valuable connections but also empowers organizations to make informed decisions that drive growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bravura Solutions

Country

Australia

Website

www.bravurasolutions.com/service/garradin/

Vendor Details

Company Name

Wealth-X

Country

United States

Website

wealthx.com/products/screening

Product Features

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Alternatives

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