Taking Wealth Management to New Heights
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Challenges Related to Wealth Management
Wealth Management Technology Solutions
Hexaview brings you the experience of decades in the trenches. Over the years, we’ve worked closely with a range of wealth management stalwarts to learn the nuts and bolts of the industry. We put this to use by developing the most professional wealth management software solutions designed to unburden advisors. Our integrated wealth management software solutions allow the advisors to collaborate with clients effortlessly on retirement and goals-based planning, create investment proposals, gain insights through advance analytics, deliver financial advice, and much more across multiple clients. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you can manage them easily.
Trusted by 5000+ advisors as to their go-to financial planning tool.
Learn how Hexaview assisted its client in helping decision-makers with an end-to-end portfolio
management & analysis application.
Learn how Hexaview helped its client in increasing the client base of our client through a revamped platform empowering user experience.
How Hexaview helped a FinTech firm upgrade its financial planning platform to empower advisor growth
Learn how Hexaview helped its client in empowering advisors provide a
personalized financial planning journey, quickly and easily to their clients.
Our client, a leading US- based global FinTech firm wanted to develop their own rebalancing engine in their trade and order management system to help their customers. Check out how Hexaview provided an automated and simplified portfolio rebalancing engine, saving advisors valuable time and significantly improving the overall portfolio rebalancing process