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.
A financial social networking platform for investors and advisors to interact over multiple devices including iPad
Our U.S. based client required an application that was having suitable functions to perform peer group analysis, share profile analysis, compare portfolio & build connections. The application was expected to work on multiple devices including the iPad.
Developed an end-to-end web application to manage client portfolios, various accounts, and investments
Our client is a well-renowned wealth management firm based in the US. They wanted an online platform to manage their client portfolios, track prospects, generate presentations, and select investment products to meet clients’ investment requirements.
Customer’s existing Billing application was used by Financial Advisors to generate Bills for their clients, generate Reports regarding client information and billings corresponding to clients. They wanted to move from a traditional desktop application to a cloud-based web application.
One of our US-based clients specializing in Fiduciary Investment Management and Wealth Advisory services wanted to automate their existing Excel-based program. Their existing system was becoming too difficult to manage with increasing data and complex calculation logic.