Wealth Management solutions that integrate to your business systems

A leading wealth manager built their transactional site integrated to their core systems with Modyo.

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Wealth Management Solutions with Modyo

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Wealth Management Websites

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Pre-built Wealth Experiences

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Easily publish research to target customers

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Digital Client Onboarding for Wealth Management

Reach out & request a demo to see how we're helping Wealth Managers.

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A leading wealth manager saw a 300% increase in digital investments by building their transactional channel with Modyo

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Why Modyo for Wealth Management?

Reinvent and Execute Faster

Modyo’s platform helps your teams deliver with a ready to go wealth management portfolio of digital experiences you can personalize to accelerate your time to market. Become the Fintech you’re meant to be and differentiate on top of Modyo.

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Governance of All Digital Content

Manage all your digital content inside or outside Modyo (via our headless cms) so non technical people can control content and campaigns across your applications and devices.

Digital Onboarding for Financial Services

End to end digital onboarding solutions that integrate to your CRM, Document Management and Digital Signature vendors to streamline the key moments in your customer journey.

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Let's talk about how we can help you accelerate your digital transformation with Micro Frontends.