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Wealth Intelligence

By Contemi Solutions
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Features

Functionality

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Total Features

15

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Advanced Features

  • Investment Management

  • Client Portal

  • Customer Self-Service

  • Document Management

  • Automated KYC and AML

  • Configurable Workflows

  • 360-degree View & Analysis

  • Comprehensive Portfolio

  • Modelling Tools

  • Trading & Order Mangement

  • Performance Measurement

  • Analytics

  • Reporting

  • Bank Management

  • Cash Management

Support

  • Email

  • Help Desk

  • FAQs

  • Forum

  • Knowledge Base

Deployment

  • Cloud, SaaS, Web-Based

  • Desktop - Mac

  • Desktop - Windows

  • Desktop - Linux

  • Desktop - Chromebook

  • Mobile - Android

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Wealth Intelligence Categories on Zoftware

  • Financial Management Systems

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