Online Linkedin pre-loaded customer details
Tax Smart Investments and Dynamic Rebalancing
Automate: From customer on-boarding to investment planning and execution, wealthHIVE provides ready made components that you can reuse as is or customize and rebrand to your needs.
Modernize: Why not pre-fill customer profiles with Linkedin public profile data? Why not provide automated alerts and process approvals via WhatsApp? wealthHIVE will help you leverage social media and modern communication platforms to make customer interactions easy.
Scale: Automation will enable you to on-board and service more customers and scale by lowering barriers of entry.
Personalize: Enpower your experts and your clients to create "out of the box" customized dynamic portfolios, structured by brands they like and being ‘’in synch’’ with the market.
Cloud Based Single Tenant: The wealthHIVE application and data reside in the cloud but in a dedicated server infrustructure for each customer. Only customer designated users and administrator have access to the data.
Microsoft Office 365 Integrated: Fully integrated with your Microsoft Office 365 deployment leveraging your existing user directory with single sign-on and user managementcapability. Integrated workfolows using familir tools like Outlook and Sharepoint.