Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Dimply has created a platform that empowers financial institutions to develop uniquely branded and engaging fintech solutions, which can tap into the extensive data available within their partners' ecosystems, allowing for the intelligent presentation of tailored and relevant experiences that evolve with the customer's needs. Our goal is to enhance individuals' perceptions and emotions regarding their finances, thereby fostering a more prosperous financial future for both them and society as a whole. This innovative customer experience platform is tailored specifically for the financial sector. It enables you to utilize any available data source to provide highly personalized digital interactions, no matter how complex, on a large scale. You can easily create and implement customer experiences that engage, inform, and facilitate transactions with your clients seamlessly. By integrating your data in real time, you can orchestrate the next optimal experience for your customers, ensuring that each engagement is consistently on-brand and delivered directly within your applications. This approach not only strengthens customer relationships but also contributes to a more dynamic financial environment.
Description
Global Wealth Enterprise Solution, known as Global WealthES™ (previously referred to as TrustPortal), offers a robust and all-encompassing Wealth Management platform designed for both large and medium-sized financial institutions, allowing them to operate with maximum efficiency. This solution provides a complete suite of features that are intricately linked to facilitate seamless processing, resulting in significant scalability and operational effectiveness. The application encompasses a wide array of functionalities, including Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and advanced data analytics for enhanced business intelligence. Additionally, it supports trading through an integrated FIX engine, connecting to over 400 brokers for immediate trade execution and confirmations. With comprehensive reporting capabilities, both internal and client-facing reports and statements, as well as integrated data mining tools, the platform also ensures mobile accessibility across all devices, making it a versatile solution for modern wealth management needs. Overall, Global WealthES™ stands out as a vital asset for financial institutions looking to elevate their wealth management services.
API Access
Has API
Yes
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Dimply
Founded
2020
Country
Ireland
Website
www.dimply.ai/
Vendor Details
Company Name
Fi-Tek
Founded
1999
Country
United States
Website
www.fi-tek.com/globalwealthes
Product Features
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
Yes
Risk Management
No