Solution introduction
Inside the FirstWealth Platform
Supporting more than 24 asset classes
- Enables wealth owners to consolidate assets.
- Control risk.
- Manage ownership.
- Analyse performance of complex portfolios and family assets through the efficient use of data and innovative technology.
- Comprehensive analytics suite of tools to provide a holistic view of assets.
- Geolocation integration and market feeds for real-time updates on wealth.
- Allocate percentages of assets and specific documents to family members for seamless succession planning.
- Drill down into particulars of assets and store all related information using an intuitive interface.
- Proprietary metrics to decompose concentration risk.
