Solution 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 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
