Wealth Management

WHAT IS WEALTH MANAGEMENT?

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for one set fee.

FEATURES OF WEALTH MANAGEMENT:
  • Allows customer to review risk profiles.
  • Captures Customer details and risk profile.
  • On approval by the client, they execute financial plans.
  • Document Management.
  • Dynamic user access control.