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Wealth Management Services

We will create for you a digital solution that automates holistic financial advice to help your clients grow and protect their wealth.

Key clients

INTERPIPE
SCHWARZ LOGISTICS
AUTO TRANSPORT CHICAGO TRAILERS
GRATA International
ROSHEN
Metinvest
Aptiv PLC
Toyota Material Handling
Cooper&Hunter
EasyLoad
Loadaza
Darkstore
Makeit.io
WEZOM Academy
VoIP
RIEL
STVOL
Delivery Auto
INTERPIPE
SCHWARZ LOGISTICS
AUTO TRANSPORT CHICAGO TRAILERS
GRATA International
ROSHEN
Metinvest
Aptiv PLC
Toyota Material Handling
Cooper&Hunter
EasyLoad
Loadaza
Darkstore
Makeit.io
WEZOM Academy
VoIP
RIEL
STVOL
Delivery Auto
INTERPIPE
SCHWARZ LOGISTICS
AUTO TRANSPORT CHICAGO TRAILERS
GRATA International
ROSHEN
Metinvest
Aptiv PLC
Toyota Material Handling
Cooper&Hunter
EasyLoad
Loadaza
Darkstore
Makeit.io
WEZOM Academy
VoIP
RIEL
STVOL
Delivery Auto

What is wealth management?

Launch your own wealth management services to address the needs of affluent clients. We will build an effective wealth management strategy focused on a holistic view of a client's financial picture. Contact us to bring your business idea to life.
What is wealth management?

1. Creation

Creation of advanced wealth management software by our team.
Software designed to help achieve your most ambitious business goals.
Provision of necessary tech support services.
Ensuring timely updates of the software
Modernization of software functionality as needed.

Wealth management app components

Below we will explain what features the average wealth management solutions can have.
Net worth
We will connect to your project all the necessary data sources about your customers to speed up and optimize the procedure for calculating their net worth.
Investments
Our team will create a single digital investment management tool to make financial transactions more convenient than ever before.
Spendings
Our experts will save your users from misunderstanding where and what their money is spent on.
Budgets
Our team will help your customers to wisely plan their budget within what is permitted and, therefore, spend less.
Customer support
Our team will build an intelligent module for online support to speed up the processes of addressing your customers’ issues
Loan planning
We will help your users plan their financial strategies by matching them to their credit prospects.
Case Studies
Oil & GasBilling CMS for the Energetic Company

Development of a CMS for accounting and management of financial transactions and billing of services provided by the company to its customers

FintechE-Groshi

IN A MONTH AND A HALF AND IN THREE STAGES, WE CREATED AN UPDATED PRODUCT WITH POSITIVE EFFECT ON THE E-GROSHI SERVICE.

FintechEasyFinance

Development of an online tool for managing business finances

FintechInsurance on a Smartphone

We developed a corporate website for IC "Kraina" with the possibility of registering services in a private office

What clients says

Top Rated
The highest quality results and client satisfaction
Excellent mobile
Top App Development Companies in Ukraine 2021
Top Rated
The highest quality results and client satisfaction
SM
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Serhii Mohyla
USA
Project Manager, ARMA MOTORS

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.

5.0
IV
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Igor Volikov
USA
Technical Director, Network of service stations Dalnoboy

Our goal was to create an application that would allow users to collect and analyze performance data about their products and competitors' products. Thanks to the WEZOM team's efforts, the company has increased the speed and accuracy of data processing and reduced working hours. We complete projects on time and use a modern approach to cooperation.

5.0
KL
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Kseniia Lyskina
Ukraine
CEO&Owner

Development of a customized online store with integration of payment system, delivery service, CRM system, accounting and product analytics. Thanks to WEZOM's assistance, the website traffic tripled and the conversion rate increased from 0.9% to 2.4%. The number of loyal customers also increased by 30% and the average check increased by 15%. The team completed the project on time and provided a unique structure, design and functionality of the website.

5.0
Anatoly Kostenko
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Anatoly Kostenko
Head of the IT Department, CompanyT

Extremely pleased with the outcomes of the website development. WEZOM provided a clever product with adaptation for mobile devices and did everything to a high standard, on schedule, and with maximum professionalism. The team conducted an SEO analysis and researched the market of our business. Taking these data into account, the website was designed and developed. I also want to highlight the outstanding communication and constant involvement of the team in the project.

5.0
ES
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Elena Semegen
Digital services specialist, Delivery Group

WEZOM is developing a mobile application for us with adaptations for iOS and Android. We have already launched the beta version and our customers are very positive about the product. I would like to note the flexibility and quality of our communication. Every week we hold meetings where we productively discuss all the details of the development and the work carried out.

5.0

Questions & Answers

Check out some of the most common questions asked by the clients

What does wealth management do?

Wealth management services refer to the combination of financial planning and investment strategies. With the help of strategic wealth management, you can grow your wealth using easy and proven methods. Wealth management companies can help you with retirement planning, estate planning, and other goals as they use wealth management software to improve efficiency. Wealth management software is the best way to automate wealth management.
Wealth management services include asset allocation, financial management, estate planning, asset management, and more. Strategic wealth management can help you grow your wealth through strategic planning. Wealth management software can assist you in all of these aspects, and can also simplify mobile wealth management. Wealth management systems automate processes and reduce errors. A financial advisor can help you with wealth management, as well as with wealth management solutions.
Wealth management is aimed at financial decisions based on a timeframe. Wealth management companies, as well as financial advisors, consider different financial aspects and use wealth management solutions when making decisions and setting goals. Software for wealth management helps make the process effective. With the help of a wealth management solution, you can make your goals more productive and achieve more.

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.

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