Mobius WealthProfile 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.
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About
money.net is a web-based market-data and investing platform for self-directed investors, with financial infrastructure for fintech firms and financial institutions. Individual users can view market quotes, build watchlists, screen securities, and use interactive charts, technical indicators, news, and portfolio tools. Business customers can embed branded market-data and investing experiences in their own products. Business capabilities include brokerage-as-a-service, account onboarding, trading, money movement, reporting, compliance workflows, and financial data access through REST and WebSocket APIs. money.net presents its business offering to fintech platforms, registered investment advisers, wealth managers, banks, broker-dealers, and other institutions seeking to offer investing or financial data to their customers. The consumer platform is web-based, while business deployments can be configured for institutional use.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Wealth managers seeking a solution to provide their clients with a compelling digital experience across all communication channels
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Audience
Self-directed investors and financial businesses, including fintech platforms, registered investment advisers, wealth managers, banks, broker-dealers, and enterprises building investing or financial-data services.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$9.98/month
Prime starts at $9.98/month, with an annual billing option. A free trial is available. Custom plans for financial firms include white-label platforms, APIs, and brokerage infrastructure and are quote-based. Exchange fees may apply to certain real-time data.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationProfile Software
Greece
www.profilesw.com/en/mobius-wealth.php
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Company Informationmoney.net
United States
www.money.net
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Categories |
Categories |
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Integrations
Microsoft Excel
Not Supported
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