Brokerage commission and trade surveillance system built around CRM. Integrated reporting for real time transaction reporting for compliance and rep/advisor surveillance. Natively built and scaled into Salesforce.com.
The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.
Connect with AppCrown
Thanks for connecting with AppCrown
We will inform AppCrown of your interest and request that they connect with you.