Hexaview Technologies

Taking Wealth Management to New Heights

Hexaview delivers intelligent automated solutions to empower financial advisors in providing significant data insights & a more personalized, cost-effective experience to their clients.

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    Challenges Related to Wealth Management

    For more than 11 years, Hexaview has served the technology needs of the wealth management industry, empowering our clients to keep track of their wealth and take the right investment decisions.
    The changing environment, demographics, technology, and social behaviors have set the ground for rapid digital transformation in the wealth management industry. To differentiate yourself in the market, you should focus on how you use technology and enhancing your customer experience using advance analytics.  There has never been a better time for the wealth management industry to review and replace its operating technology. Modern wealth management technology solutions empower advisors and relationship managers to focus on their clients rather than the processes.

    Big-Budget Robo Advisory

    Is Robo Advisory bleeding your budget? Robo Advisory may be in wealth management Vogue, but we all know how it eats at your resources. Why not try an alternative?

    Data Management

    Are you drowning in vast amounts of data? Recording, maintaining, and accessing data shouldn't be such an ongoing strain for advisors.

    A Need for Automation

    Are you still confined to the inefficiency of manual methods? Save time by automating where appropriate. Free up your focus for the steps and tasks that truly require your attention.

    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.

    Advanced Automation

    Our wealth management technology solutions are imbibed with distinctive AI and ML technologies and tools like Big Data, Neo4j Graph Database to simplify and revolutionize your wealth management experience.

    Seamless Integration

    Our solutions establish a unified platform that integrates all your tools for more robust insights and a lengthened reach.

    Customized Reporting

    Hexaview supplies tailored solutions perfect for your individual requirements.

    Trusted by 5000+ advisors as to their go-to financial planning tool.

    Case Studies