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Wealth Intelligence

By Contemi Solutions
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Wealth Intelligence Features

Key Features

15

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Features

  • Tick  Vector Icon Investment Management

  • Tick  Vector Icon Client Portal

  • Tick  Vector Icon Customer Self-Service

  • Tick  Vector Icon Document Management

  • Tick  Vector Icon Automated KYC and AML

  • Tick  Vector Icon Configurable Workflows

  • Tick  Vector Icon 360-degree View & Analysis

  • Tick  Vector Icon Comprehensive Portfolio

  • Tick  Vector Icon Modelling Tools

  • Tick  Vector Icon Trading & Order Mangement

  • Tick  Vector Icon Performance Measurement

  • Tick  Vector Icon Analytics

  • Tick  Vector Icon Reporting

  • Tick  Vector Icon Bank Management

  • Tick  Vector Icon Cash Management

Support

  • Tick  Vector Icon Email

  • Tick  Vector Icon Help Desk

  • Tick  Vector Icon FAQs

  • Tick  Vector Icon Forum

  • Tick  Vector Icon Knowledge Base

Deployment

  • Tick  Vector Icon Cloud, SaaS, Web-Based

  • Tick  Vector Icon Desktop - Mac

  • Tick  Vector Icon Desktop - Windows

  • Tick  Vector Icon Desktop - Linux

  • Tick  Vector Icon Desktop - Chromebook

  • Tick  Vector Icon Mobile - Android

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Wealth Intelligence Categories on Zoftware

  • Financial Management Systems

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