Audience

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

About Mobius Wealth

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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Integrations

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Company Information

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

Videos and Screen Captures

Mobius Wealth Screenshot 1
Mobius Wealth Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

Mobius Wealth Frequently Asked Questions

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Mobius Wealth Product Features