Native Wealth Management Mobile App

Native Wealth Management Mobile app

Mobius Wealth is a top quality Native Wealth Management Mobile 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.

Key Features

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Intuitive dashboard

A rich set of dashboard widgets for both the RM / FA and the client

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Monitoring & Analytics

Portfolio monitoring and drill-down capabilities: holdings, performance, transactions and full portfolio analytics and comparisons to model portfolios

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Advisory tools

Various advisory tools that facilitate RM / FA engagement with clients

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Trading & documentation

Online trading and complete order management capability and clients’ document distribution

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White-label solution

White-labelled to promote the organisations’ specific brands and services to clients

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Compliance

Compliant with the highest web and mobile application security standards

Benefits

  • 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.

Download the Mobius Wealth Brochure

Download the Mobius Wealth Brochure

Mobius Wealth is a top quality mobile app which integrates with your existing back-end software, allowing you to provide your clients with a compelling digital experience across all channels – smartphones/ tablets.

The Mobius Wealth platform is the optimum choice for Banks, Wealth Managers, IAMs and Family Offices who want to take full advantage of the opportunities for profitability, growth and market differentiation by embracing the new mobility trend without making major adjustments to their existing systems.

Mobius Wealth uses the data of your existing system (investment/ trading platform, market-data provider e.g. Bloomberg, etc.) and compiles them into a new, attractive presentation layer, following the highest security standards.

Download Brochure

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