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Description
Mobius Wealth stands out as an exceptional mobile wealth management application that seamlessly integrates with your back-end systems, offering your clients an engaging digital experience across various communication platforms, including both web and mobile interfaces. By utilizing data from your current systems, such as investment management, trading platforms, and market data feeds, Mobius Wealth consolidates this information into a cohesive and visually appealing format while adhering to top security protocols. This native mobile application features a front-end platform capable of connecting to any back-end infrastructure within the financial services industry. Users can benefit from comprehensive portfolio monitoring and detailed analytics, including insights into holdings, performance metrics, and transaction histories, while also facilitating comparisons with model portfolios. The solution enhances client service by enabling both relationship managers and clients to conveniently access pertinent information, all while being customizable to reflect the unique branding and services of various organizations. Additionally, it maintains compliance with the highest standards of security for web and mobile applications, ensuring that sensitive client data remains protected at all times. Ultimately, Mobius Wealth empowers financial professionals to deliver superior service while maintaining a strong brand presence in the digital realm.
Description
We provide wealth as a service. Enhance or refresh your wealth management offerings through a sophisticated platform that integrates effortlessly with your business operations. This facilitates contemporary wealth management delivery. Whether updating existing programs or introducing them for the first time, OneVest enables you to expedite your market entry. By incorporating wealth services into your platform, you can launch quickly without incurring additional overhead costs. Deliver a sleek customer experience and enhance your infrastructure with a comprehensive platform solution. By integrating OneVest's services into your applications, you can provide a state-of-the-art wealth management experience for your clients. Our developer-friendly API facilitates the creation of a tailored wealth management solution. Utilize OneVest's wealth platform as your own, eliminating the need for extensive in-house development. Promote your brand with web and mobile applications that help you reach the market swiftly and smoothly. Moreover, you can efficiently deliver wealth management services alongside your current back-office systems, ensuring a cohesive operational flow. This approach not only boosts your service offerings but also strengthens customer loyalty through enhanced engagement.
API Access
Has API
API Access
Has API
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
Profile Software
Country
Greece
Website
www.profilesw.com/en/mobius-wealth.php
Vendor Details
Company Name
OneVest
Country
Canada
Website
www.onevest.com
Product Features
Product 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