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

With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with the given resources. As portfolio management software, our digital platform brings everything together, accounts and custodians, all asset classes investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex, you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve your investment strategy, offer suitable products and increase the share of your wallet. QPLIX improves collaboration with your clients, within your team, and with external service providers.

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

Financial institutions searching for a solution to manage, streamline and improve their wealth business and investment strategies

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

QPLIX
Germany
www.qplix.com

Alternatives

Alternatives

NAVCalc

NAVCalc

DYNAM Dynamic Asset Management s.r.o.
MoneyWare

MoneyWare

Miles Software (EbixCash)
Assetmax

Assetmax

Fimax AMS
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 QPLIX and update features and information