Mobius Wealth

Mobius Wealth

Profile Software
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About

Mobius Wealth is a top-quality mobile wealth management app that 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 a front-end platform that can connect to any back-end system for the financial services sector. Portfolio monitoring and drill-down capabilities: holdings, performance, transactions. Full portfolio analytics and comparisons to model portfolios. Improved client service by allowing both RMs/FAs and clients to access information. White-labeled to promote the organizations’ specific brands and services to clients. Compliant with the highest web and mobile application security standards.

About

Proconex Mobius Operations Software is a connected industrial operations platform that eliminates manual, paper-based workflows and silos by linking people, systems, and processes on the plant floor to provide real-time visibility, digitization, and actionable insights. It lets manufacturers digitize standard operating procedures, inspections, commissioning routines, and rounds with guided mobile task execution, capturing data consistently with photos, barcodes, and validations to improve compliance and safety. It features role-based dashboards and analytics that visualize real-time and historical performance trends, surface operational risks, and provide customizable reporting, helping teams detect anomalies, understand batch performance, and make faster decisions. Integrated alerting tracks abnormal events with shift-aware notifications, while modular apps such as ProofCheck, QuickView+, DataJaguar, and AlertTrack+ can be deployed independently.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth managers seeking a solution to provide their clients with a compelling digital experience across all communication channels

Audience

Manufacturing operations, plant managers, and industrial engineers requiring a tool to digitize workflows, monitor performance, and improve efficiency across plant processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Profile Software
Greece
www.profilesw.com/en/mobius-wealth.php

Company Information

Proconex
Founded: 1948
United States
www.proconexdirect.com/products/operations-software/

Alternatives

Alternatives

TruPDA

TruPDA

Trust Technical Services
MoneyWare

MoneyWare

Miles Software (EbixCash)
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Mobius Wealth and update features and information
Claim Mobius Wealth and update features and information
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Claim Proconex Mobius and update features and information