Experience the sophistication of intelligent wealth management solutions enhanced by cutting-edge reporting capabilities.
Elevate the client management experience with Manager
WebAccountPlus Manager empowers wealth managers to conduct sophisticated analyses across multiple clients, fostering deeper engagement and personalized financial strategies.
An intuitive and interactive web application that allows the user to view their consolidated portfolio.
The WebAccountPlus Analytics module allows for custom analytics and complete access to the enriched data.
The WebAccountPlus Reporter allows users to generate consolidated or individual account reports with the click of a button.