Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
A retail bank would not be able to acquire clients today if it did not have a portal for internet banking. We believe that insurance and investment banking will follow this trend.
We partnered with experts in the industry to build a financial platform that automates and consolidates back office operations. This system was built with the Investor in mind. Our goal was to make safe and simple investing for Investors.
Appealing design. Clean and modern user interface that guides the client through the process step by step. Omni channel. Available on desktop, mobile and tablet with the option of switching from one device to another using QR codes. Chatbot for help. Help function during the onboarding process.
Text, image or video can be used to promote offers. Clients can also download a full document that is attached to the respective offering. Clients can choose from more than one offer during onboarding.
API Access
Has API
API Access
Has API
Integrations
Tonic Ephemeral
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
Tonic
Founded
2013
Country
Malta
Website
tonicsolution.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