Wealth Management Services
Key clients
What is wealth management?
2. help achieve goals
3. tech support
4. timely updates
5. Modernization
Wealth management app components
Development of a CMS for accounting and management of financial transactions and billing of services provided by the company to its customers
In a month and a half and in three stages, we created an updated product with positive effect on the e-groshi service.
Development of an online tool for managing business finances
We developed a corporate website for IC "Kraina" with the possibility of registering services in a private office
What clients say
I am very satisfied wit the work process and project management. Everything was clear, on time and I had nothing specific to add. Yes, we are satisfied with the result of the work and the product meets the goals set. I can't wait to continue our work on the app.
Incode-Group is thrilled to recommend WEZOM for their exceptional services. Their development of an employee management system for our company has been transformative, revolutionising our operations and optimising efficiency across the board. WEZOM's consistent delivery of outstanding work has made them an integral part of our team. Their expertise in software development and UX design has played a pivotal role in enhancing our project's functionality and user experience. We are truly grateful for WEZOM's contributions and highly endorse their services.
Our collaboration with WEZOM to develop the interactive learning platform for Corpsoft.io was exceptionally positive. From the outset, WEZOM demonstrated a deep understanding of our requirements and goals for the project. Their team was proactive in proposing innovative solutions and ensuring that the platform met our needs for engaging and effective online education. Throughout the development process, communication with WEZOM was clear and transparent. They provided regular updates on progress, promptly addressed any issues or concerns, and sought feedback to ensure alignment with our vision. The project was completed within the agreed timeline and budget, showcasing WEZOM's commitment to delivering results.
Working with WEZOM on our CRM development project was a truly exceptional experience. From the outset, their team exhibited a high level of professionalism, expertise, and dedication. They took the time to understand our specific requirements and objectives, and translated them into a customized CRM solution that surpassed our expectations. Throughout the project, WEZOM maintained transparent communication, provided regular updates, and addressed any challenges promptly. Their commitment to delivering high-quality results was evident in every aspect of the project.
WEZOM developed a mobile application for a car dealership. An app that allows users to book maintenance appointments, receive consultations, view their vehicle's service history and coordinate appointments. The app has significantly reduced the number of calls we were receiving to make service appointments; 17% of auto service requests are made through the app. WEZOM adhered to all deadlines, responded well to needs and suggested solution improvements. Their proactive communication stands out.
5.0Questions & Answers
What are the different types of wealth management?
What is the key objective in wealth management?
SaaS: Shaping the Landscape of Wealth Management
In the rapidly transforming world of finance, wealth management has been significantly influenced by the rise of technology. Software as a Service (SaaS) has emerged as a key catalyst, offering robust, adaptable, and cost-effective solutions for wealth management firms.
SaaS: The Game-Changer in Wealth Management
SaaS for wealth management is a holistic digital solution that simplifies the complex processes involved in managing wealth. It provides a unified platform that allows wealth managers to effectively monitor, analyze, and manage their clients' portfolios. This innovative technology solution offers a range of features, from real-time data analytics to automated reporting, enabling wealth managers to make informed decisions and provide personalized services to their clients.
The inherent scalability of the SaaS model allows wealth management firms of all sizes to leverage advanced technology without a significant upfront investment. It offers flexibility, allowing firms to adjust their operations based on their needs. Moreover, with SaaS, firms can stay abreast of the latest technology advancements without worrying about maintenance or upgrades, as these are typically managed by the service provider.
The SaaS Advantage in Wealth Management
Streamlined Efficiency and Productivity
SaaS solutions automate routine tasks, freeing up wealth managers to focus on strategic decision-making and client relationship management. They offer integrated tools for portfolio management, risk assessment, and compliance, reducing the time and effort required to manage these aspects manually.
Enhanced Client Engagement
With SaaS, wealth managers can provide their clients with access to user-friendly digital platforms where they can view their portfolio performance, make transactions, and communicate with their advisors. This not only improves client engagement but also enhances transparency and trust.
Data Security and Compliance
SaaS providers typically have robust security measures in place to protect sensitive financial data. They also ensure that their solutions are compliant with the latest financial regulations, relieving wealth management firms of these responsibilities.
In conclusion, SaaS is revolutionizing the wealth management industry, offering firms a way to enhance their services, improve efficiency, and stay competitive in the digital age. As technology continues to evolve, the role of SaaS in wealth management is set to become even more significant.