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
Summit Wealth is a technology firm that focuses on creating cutting-edge financial technology tools tailored for wealth management experts and financial advisors. The company designs easy-to-use, data-centric platforms that simplify the processes of portfolio management, client reporting, financial planning, and performance analysis. By prioritizing user-friendly designs and robust integration features, Summit Wealth allows financial professionals to provide customized advice and outstanding service to their clientele. Renowned for its dedication to both innovation and dependability, Summit Wealth equips organizations to improve their operations, make informed decisions, and attain exceptional client results in a challenging financial environment. Their solutions are not only transformative but also essential for staying competitive in today's market.
API Access
Has API
No
API Access
Has API
Yes
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
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
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Profile Software
Country
Greece
Website
www.profilesw.com/en/mobius-wealth.php
Vendor Details
Company Name
Summit Wealth Systems
Founded
2019
Country
United States
Website
summitwealth.io
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No