Global Wealth Platform (GWP)
No reviews yetGlobal Wealth Platform is a comprehensive wealth management solution that supports portfolio management, trading, and client reporting.
WealthTech PlatformsBanking-as-a-Service
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Features
Manage portfolios with UMA accounting
Execute trades with integrated OMS
Provide real-time client position updates
Support multi-currency and all asset classes
Automate UMA portfolio management workflows
Integrate digital portal with accounting and reporting tools
Streamline investment processes across front, middle, and back offices
Manage client cash flows with service request workflows
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