Digital Banking / Wealth Management Solutions

Wealth Management Solutions

Give your clients a reason to invest & manage their wealth with you

Investment Summary Widgets

  • View all your investments in one central place with information drill downs
  • Assess your position across different investments visually

Account Widgets

  • Multi-device widgets that consolidate different account information
  • Easily view all your accounts to understand your exact financial position

Investment Management Widgets

  • Widgets to transfer into and out of investment accounts
  • Drill down into all aspects of your accounts

Other Wealth Management Widgets

Stock Widgets

  • View the performance of your stocks
  • Easily invest in stocks

Digital Onboarding Widgets

  • Activate intelligent digital onboarding to grow your customer base
  • Activate different forms for self-serve product onboarding

Mutual Funds Widgets

  • View the performance of your mutual funds
  • Easily invest into a mutual fund

Personal Profile Widgets

  • Let your customers educate you on their needs and interests
  • Let your customers keep their profile information up to date