WealthTab

WealthTab

  • FOUNDING YEAR: 2015
    LOCATION:
    Canada
    REGION:
    Last Update:
    22 Oct, 2019

Description

FOCUS

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.

PEOPLE

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TRACTION

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MOMENTUM

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