Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Mobius Wealth stands out as an exceptional mobile wealth management application that seamlessly integrates with your back-end systems, offering your clients an engaging digital experience across various communication platforms, including both web and mobile interfaces. By utilizing data from your current systems, such as investment management, trading platforms, and market data feeds, Mobius Wealth consolidates this information into a cohesive and visually appealing format while adhering to top security protocols. This native mobile application features a front-end platform capable of connecting to any back-end infrastructure within the financial services industry. Users can benefit from comprehensive portfolio monitoring and detailed analytics, including insights into holdings, performance metrics, and transaction histories, while also facilitating comparisons with model portfolios. The solution enhances client service by enabling both relationship managers and clients to conveniently access pertinent information, all while being customizable to reflect the unique branding and services of various organizations. Additionally, it maintains compliance with the highest standards of security for web and mobile applications, ensuring that sensitive client data remains protected at all times. Ultimately, Mobius Wealth empowers financial professionals to deliver superior service while maintaining a strong brand presence in the digital realm.
Description
Unstructured data and strict regulations shouldn't slow you down. As enterprise content grows, managing compliance can feel like a heavy burden. We partner with you to turn that burden into a strategic advantage.
Rocket Mobius is a comprehensive content services platform designed to help you securely manage and extract real value from your critical data.
- Streamline access: Connect legacy systems to modern applications, democratizing data across your organization.
- Automate content governance: Enforce retention policies and precise redaction seamlessly to meet evolving industry regulations.
- Scale with confidence: Deploy flexibly across hybrid or full cloud environments while preparing your infrastructure for future AI initiatives.
Start making faster, data-driven decisions while maintaining absolute control. Transform your data strategy with Rocket Software today.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
No
Kubernetes
No
Microsoft 365
No
Microsoft Azure
No
SAP Cloud Platform
No
SAP S/4HANA
No
Integrations
Amazon Web Services (AWS)
Yes
Kubernetes
Yes
Microsoft 365
Yes
Microsoft Azure
Yes
SAP Cloud Platform
Yes
SAP S/4HANA
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Profile Software
Country
Greece
Website
www.profilesw.com/en/mobius-wealth.php
Vendor Details
Company Name
Rocket Software
Country
United States
Website
www.rocketsoftware.com/en-us/products/mobius
Product Features
Product Features
Enterprise Content Management (ECM)
Archiving & Retention
No
Collaboration Tools
No
Content Lifecycle Management
No
Digital Asset Management
No
Document Management
No
Electronic Signature
No
Information Governance
No
Mobile Access
No
Search
No
Version Control
No
Workflow Management
No