WealthRecord helps family offices to scale up their reporting capacity and meet stronger regulatory, operational and transparency requirements.
WealthRecord streamlines wealth management and family administration with fully integrated relationship management solution.
The main building blocks of WealthRecord are:
- Relationship Management
- Accounts Aggregation
- Portfolio Management
- Reporting Engine
- Document Management
The product will be available both as standalone version and as a cloud-based application. The add-on and derivative products will include secure mobile applications.