A rich set of dashboard widgets for both the RM / FA and the client
Monitoring & Analytics
Portfolio monitoring and drill-down capabilities: holdings, performance, transactions and full portfolio analytics and comparisons to model portfolios
Various advisory tools that facilitate RM / FA engagement with clients
Trading & documentation
Online trading and complete order management capability and clients’ document distribution
White-labelled to promote the organisations’ specific brands and services to clients
Compliant with the highest web and mobile application security standards
- Enhanced client experience across all channels
- Secured access to meet specific market needs
- Improved productivity and client-facing time
- Minimum implementation effort
- Reduced cost of providing mobile services
- Improved client service by allowing both RMs / FAs and clients to access information
- Targets and satisfies requirements of the new Generation client segment
Why choose Mobius Wealth by Profile Software?
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 Native Wealth Management Mobile solution that employs state-of-the-art technology.