DataView Wealth
HQ Address
1st Floor, 200 on Main, Claremont, Cape Town, South Africa
Website Address
Business introduction
Your Practice Covered
DataView Wealth is the choice platform for consolidated client and practice management from CRM to Compliance Rules to Reporting
DataView Wealth is the complete cloud based solution that takes CRM, Client Management and needs Analysis, and combines it with centralized Financial Data Management and Advanced reporting. It caters for each point on the Advisors user journey, from the prospective clients to the lifetime cashflow needs analysis to KYC/AML to ongoing client and task management. DataView Wealth will make an impact from day one, reducing time spent on admin and producing insights for the Advisors and Management so they can concentrate on the client. Combining the daily automated Import and validation of savings, investment and protection data with the self-service Personal Finance tools, the client can get a complete view of their entire net worth and potential future position.
DataView Wealth Solutions
DataView Wealth
DataView Wealth is your consolidated platform to orchestrate all aspects of your client journey. Practice management Screening Compliance Task managment Client onboarding Pipeline managment Service provider integration Analysis and advice Client servicing / Family office Auto validation Financial campaigns Calendar integration Client statements Investment management / reporting Client portal Revenue management Document management Client experience Multi tenant rebranding 3rd party integration API integration ...
business needs
- Business Intelligence & Practice Management
- Investment Platforms & Tools
- Portfolio & Wealth Management Systems
