Solution introduction

Access new channels to market and easily manage a growing customer base by driving business efficiencies through automation and self-service

Empower your customers, simplify the investment process and drive a customer- centric and agile fund management business. Our solution provides a truly immersive digital investment experience that allows you to effectively capture new market segments and grow funds under management

An integrated online investment and customer management platform to improve customer engagement and support your business growth. 

  • Delight and excite customers through mobile responsive digital engagement tools by giving them the flexibility and transparency they demand.
  • Streamline customer management and investment processes through automation and intuitive self-service tools.
  • Manage compliance requirements in a single, comprehensive solution.

Subscribe to our newsletters

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.