Wealthtab offers a platform for providing financial services like client recruitment, portfolio analytics and portfolio visualization. The enterprise-class integrated platform enables firms to create and update model portfolios in order to reflect their unique investment strategies. The Intuitive Web-Based Software helps financial professionals to build meaningful relationships with their Clients.
PRODUCTS & SERVICES:
The platform offers client onboarding and account opening solutions to financial services professionals, insurance groups, and investment advisors. It enables the users to create custom templates, automate workflows to validate & store client information, and gather client data from various devices. The platform pre-populates industry-standard forms, e-signatures, workflow automation, and image-to-text conversion, thereby streamlining the onboarding process.