Wealth Management
Portfolio management, asset allocation, market data, and financial advisory tools.
Everything you need to run your business
Portfolio Management
Track assets, allocations, performance, and benchmarking.
Market Data Integration
Real-time market data, price feeds, and analytics.
Advisory Tools
Financial goals, risk assessment, and investment recommendations.
Client Portal
Clients view holdings, performance, and statements online.
Make it yours
Choose what you need. Remove what you don't. Add custom features.
Pricing
Small
For startups and small teams
One-Time Setup
USD 5,000
Annual Hosting + Support
USD 1,500 + USD 1,000
- Up to 25 users
- Single location
- Web + iOS + Android
- Email support
- Standard availability
Medium
For growing businesses
One-Time Setup
USD 12,000
Annual Hosting + Support
USD 3,000 + USD 2,500
- Up to 100 users
- Multiple locations
- Web + iOS + Android
- Priority support
- High availability
Large
For enterprises
One-Time Setup
USD 25,000
Annual Hosting + Support
USD 6,000 + USD 5,000
- Unlimited users
- Multi-region deployment
- Web + iOS + Android
- 24/7 priority support
- Mission-critical (99.999% uptime)
Prices shown in USD. Switch region above to view other currencies.
Ready to get started?
Talk to our team about deploying Wealth Management for your business.
Contact Us