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Description
We empower our clients to deliver integrated and embedded wealth solutions, creating products that resonate with their customers. This encompasses saving, investing, trading, and managing wealth seamlessly. Customers today demand digital financial offerings that are not only easy to access but also aesthetically pleasing and capable of maximizing their funds; if they can't find these features with you, they will likely seek alternatives. By keeping customers within your ecosystem, you can enhance relationships and boost revenue through investment propositions tailored to their needs, thereby fostering both your business's growth and adaptability. This represents the essence of cutting-edge digital investment solutions. Utilizing advanced technology means you can launch in a matter of months rather than years. The complete automation of the investment lifecycle helps maintain low costs. With API layers, businesses can integrate with any current or future in-house solutions, third-party applications, or data sources. Additionally, the platform's modular structure offers a versatile foundation for creating products that cater to a diverse range of customer needs, ensuring that you can meet the evolving demands of the market. This adaptability is crucial for staying competitive in an ever-changing financial landscape.
Description
Tailored to meet the specific demands of your enterprise, our solution operates independently from banks and asset managers while being ready for immediate deployment. It ensures adherence to regulatory requirements while maintaining the highest standards of IT security. By digitalizing your business model, you can explore new avenues for revenue generation. Enhance customer loyalty through cutting-edge digital offerings that resonate with your audience. Our technology seamlessly aligns with your corporate identity, allowing you to present a cohesive brand experience. We empower you to showcase your unique wealth management strategies while maintaining direct communication with your clients. With our flexible platform, you have the freedom to choose which investment products to present. WeAdvise remains autonomous from banks or product providers, but upon request, we can incorporate your chosen partner bank into the system. Our scalable plug-and-play platform ensures that you won't face delays in bringing your products to market. Additionally, we significantly reduce both development and operational costs compared to building solutions in-house, allowing you to allocate resources more effectively. Ultimately, our services facilitate a smooth transition to a more innovative business model.
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
Nucoro
Country
United Kingdom
Website
www.nucoro.com
Vendor Details
Company Name
WeAdvise
Country
Germany
Website
weadvise.de
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
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