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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

money.net serves as a comprehensive, web-based platform designed for self-directed investors, providing essential market data and investment tools, as well as a robust financial infrastructure tailored for fintech companies and financial institutions. Individual investors can access real-time market quotes, create personalized watchlists, filter through various securities, and leverage interactive charts, technical analysis tools, news updates, and portfolio management features. For business clients, the platform allows for the integration of customized market data and investment experiences into their own services. The offerings for businesses encompass brokerage-as-a-service, account setup, trading operations, fund transfers, detailed reporting, compliance solutions, and access to financial data via REST and WebSocket APIs. money.net targets fintech platforms, registered investment advisers, banks, broker-dealers, wealth management firms, and other organizations that aim to enhance their clients' investment experiences or provide financial data. While the consumer platform is fully web-based, the business solutions can be tailored to meet the needs of institutional clients, ensuring a versatile approach to market engagement. This flexibility enables a wide range of institutions to efficiently meet their customers' investment and data needs.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 

Integrations

Microsoft Excel Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9.98/month
Prime starts at $9.98/month, with an annual billing option. A free trial is available. Custom plans for financial firms include white-label platforms, APIs, and brokerage infrastructure and are quote-based. Exchange fees may apply to certain real-time data.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Profile Software

Country

Greece

Website

www.profilesw.com/en/mobius-wealth.php

Vendor Details

Company Name

money.net

Country

United States

Website

www.money.net

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Product Features

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