WealthElements is a comprehensive, customizable and fully integrated suite of tools designed to help financial advisors manage every element of the client's wealth.
- Streamlined process with the right balance between comprehensive analysis and ease of use
- Client data import through CRM or back-office system integration saves times
- Aggregation of a broad range of investment product data eliminates the need to access multiple applications and saves money
- Tablet-friendly interface
- Customizable, client-friendly proposals in PDF format
- Supports multiple currencies
- Available in multiple languages
José Quiroz, Marketing Advisor
111 Duke St.
Montreal, Quebec H3C 2M1 ca