Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management ... Secure onboarding can be completed directly through the app, giving clients ...

Wealthica Financial Technology Inc., Canada's leading banking and investment account aggregation platform, is excited to announce the release of its Financial Advisor version—a powerful new solution ...

aimed at streamlining operations for wealth management firms ... tracking helps eliminate errors and improve efficiency in client onboarding and service processes. “We are thrilled to be ...

Bank of America's wealth-management ... check in with clients, schedule advisors' meetings to review financial plans and meet with prospective clients, open accounts and work on onboarding ...

seamless client engagement tools, intuitive dashboards, and end-to-end wealth management capabilities--all within a unified platform. A Night of Innovation, Insight, and Inspiration The ...

(MENAFN- AETOSWire) (BUSINESS WIRE )--Private market assets under management ... into their client offering and investment processes while streamlining processes such as onboarding and capital ...

such as digital onboarding, client reporting, and form automation across the Canadian wealth management industry. Mako is honoured to be a 5-Star WealthTech Provider, and a proud member of PMAC.

It offers an end-to-end wealth management platform, from client onboarding to portfolio management, to analytics and beyond. OneVest's software was built to be modular, allowing financial ...