Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals.
Description
Thanks to the innovative use of flexible API technology, unique wealth management solutions are made possible by aixigo's Wealth Management Platform. This platform features the high-performance aixigo:BLOXX, which can be customized in various combinations to meet the specific needs of financial service providers. The ability to tailor the composition of aixigo:BLOXX allows these providers to create wealth management services that align perfectly with their unique requirements and preferences. Additionally, the platform facilitates user authentication, ensuring secure verification and authorization of identities. It also plays a crucial role in analyzing financial products, portfolios, and benchmarks by leveraging both current and historical market data. By identifying potential risks stemming from factors such as economic changes or price volatility, it enhances the decision-making process. Furthermore, it offers a comprehensive user interface for effective portfolio data visualization and analysis. The platform is also instrumental in selecting and aggregating various building blocks, financial products, model portfolios, and benchmarks while efficiently managing reports to support informed financial strategies. Overall, the flexibility and customization offered by aixigo's platform elevate the standard for wealth management services in the industry.
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
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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)
Yes
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
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Miles Software (EbixCash)
Founded
1999
Country
India
Website
www.milessoft.com/wealth-management-solution/
Vendor Details
Company Name
aixigo
Country
Germany
Website
www.aixigo.com/high-performance-wealth-management-platform
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No