Mobius Wealth
The Native Wealth Management Mobile app
Mobius Wealth is a top quality mobile wealth management app which integrates with your back-end system, allowing you to provide your clients with a compelling digital experience across all communication channels (web and mobile). Mobius Wealth uses data from your existing systems (wealth / investment management / trading platforms, market-data feeds) and compiles them into a single, attractive presentation, following the highest security standards.
It is a native mobile with front-end platform that can connect to any back-end system for the financial services sector.
Mobius Wealth interacts with your Wealth Management system, delivering a completely personalised experience according to your specific preferences with dashboard widgets, real-time portfolio monitoring and advisory tools, portfolio holdings and analytics, transactions, market watch-list, trading and documents distribution and viewing. Mobius Wealth is a best-of-breed solution that employs state-of-the-art technology.