Wealth being a high touch business, Intellect Wealth Qube realises that relationship managers are the key drivers of the business and need to be adequately equipped to deliver on their set goals. With that as the underlying principle, Wealth Qube’s vision is to empower RMs and has taken the RM-first design approach for the solution.
As an extended business arm, Wealth Qube is an API-based, scalable omnichannel solution for private banks, wealth management firms, advisory firms, and broker-dealers. It is a full stack digital solution capable of managing the complete lifecycle of Wealth management.