Asset Managers

Fragmented Portfolio?

Consolidate all client portfolios effortlessly, regardless of bank or asset class.

Compliance Issues?

Automate checks and real-time reporting to stay compliant.

Limited Customer Insight?

Real-time analytics for personalized investment advice.

Inefficient Onboarding?

Streamlined automation, instant document processing.

Manual Reporting?

Automate reports, reduce errors, save hours.

Error Reduction

Reduce errors and improve accuracy with automated processes.

Key Features to Streamline Your Investment Management Process Today

Our platform offers a suite of features designed to address the core challenges faced by modern investment managers. From consolidating client portfolios to automating regulatory compliance, we empower you to deliver exceptional service and drive growth. Discover how our solutions can transform your business.
A clean, modern interface showing a consolidated dashboard with various investment portfolios displayed in charts and graphs, highlighting the ability to manage all assets in one place.
Consolidated Portfolio Management
Effortlessly manage all client portfolios in one place, regardless of the bank or asset class. Gain a holistic view of your clients' investments.
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An automated compliance check interface, highlighting real-time reporting and alerts for regulatory requirements.
Automated Regulatory Compliance
Automate compliance checks and real-time reporting to stay ahead of regulatory requirements. Reduce risk and ensure adherence to industry standards.
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A real-time analytics dashboard displaying customer investment insights and personalized advice recommendations.
Real-Time Customer Insights
Access real-time analytics to gain deeper insights into your clients' investment behavior. Deliver personalized investment advice based on data-driven insights.
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Overwhelmed by Multi-Banking?

Managing multiple bank accounts can be overwhelming and time-consuming.

Data Silos Slowing You Down?

Data silos across departments hinder collaboration and decision-making.

Slow Response to Market Changes?

Delayed responses to market changes can lead to missed opportunities.

Difficulty Benchmarking Performance?

Lack of benchmarking tools makes it hard to assess your performance.

Concerned about Security?

Security breaches and data sovereignty are major concerns.

Integrate Multi-Banking

Simplify your banking with integrated multi-banking and real-time cash management.

Centralize Data with AI

Centralize data across departments with powerful AI tools for better insights.

Immediate Alerts

Receive immediate alerts and actionable insights to respond quickly to market changes.

Instant Peer Comparisons

Use instant peer-group comparisons and benchmarking tools to improve performance.

Advanced Security

Benefit from advanced blockchain-enhanced security and data sovereignty.

Solve Ecommerce Challenges with Our Innovative Solutions

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Data

Centralize data across departments with AI tools for better insights.

Alerts

Get immediate alerts and actionable insights to respond quickly to market changes.

Revolutionize Asset Management

Centralize portfolio management, automate regulatory compliance, and enhance strategic advisory with WebAccountPlus.
  • Unified portfolio overview (banks, assets)
  • Instant compliance monitoring
  • Real-time market insights
  • Fully digital client onboarding

Empower Your Asset Management Today

WebAccountPlus centralizes portfolio management, automates compliance, and enhances strategic advisory. Gain a unified portfolio overview, instant compliance monitoring, and real-time market insights.
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  • Advanced benchmarking and analytics
  • Blockchain-enhanced security
  • Multi-location, multi-tenant infrastructure

Elevate your advisory services today!

Discover the power of our advanced tools and infrastructure.
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Powerful Tools for Advisors

Discover our suite of tools designed to enhance your advisory services with cutting-edge technology and security.
Unlock the potential of your advisory services with our advanced benchmarking, blockchain security, and scalable infrastructure. Request a demo today to see how we can elevate your business.
An infographic showcasing advanced analytics tools, blockchain security features, and a multi-location infrastructure setup, designed to visually represent the benefits of the services offered.