Solution introduction
Onboard and advise clients faster and more efficiently with WealthSmart, a single, integrated, and connected solution for private wealth management
Enhance, automate, and simplify complex order workflows across asset classes, all on a single screen
Driving productivity in wealth management and private banking
WealthSmart is a premier, purpose-built solution, leveraging technology that has empowered the world’s most sophisticated investors across asset classes and geographies for decades. WealthSmart is a global, multi-asset class SaaS platform with connections to an extensive network of brokers & banks, award-winning SaaS infrastructure, and a proprietary FIX network that connects financial institutions globally.
A single, integrated solution for wealth management and private banks
WealthSmart provides wealth managers and private banks access to the entire liquidity landscape through an institutional-grade web-based platform that can be white-labeled and distributed to your clients.
