A dynamic, modern Wealth Management portal for those that want to stand out from the crowd.
Take the technical complexity out of platform integration through our streamlined, non-technical integration.
Pre-built solution using the fully extensible Integro CX framework, offering the simplicity of a pre-built solution along with the flexibility of customisations when required.
Allows users to create their own forms and distribute via the wealth portal for professional, secure data capture with no technical expertise required.
Pre-built integration of data from 23 product providers (most including transactional data), SharePoint 365 document repository, fund data via Financial Express along with a number of 3rd party identity providers out of the box.