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Key Features

  • A rich set of dashboard widgets for both the RM / FA and the client
  • 投资组合监控和下钻能力:持股、业绩、交易
  • Full portfolio analytics and comparisons to model portfolios
  • 各种咨询工具,促进RM / FA与客户的接触
  • Online trading and complete order management capability
  • Clients’ document distribution
  • Online and offline notifications and alerts
  • Vendor-independent; Third-party integration
  • Intuitive and elegant user interface
  • 标上白色标签,向客户推销这些机构的特定品牌和服务
  • 符合最高的web和移动应用安全标准
  • 充分利用移动设备的功能,如地理围栏、震动锁定等


  • Enhanced client experience across all channels
  • Secured access to meet specific market needs
  • Improved productivity and client-facing time
  • Minimum implementation effort
  • Reduced cost of providing mobile services
  • 通过允许rm / FAs和客户端访问信息,改进了客户端服务
  • 针对并满足新一代客户的需求

Why Mobius Wealth?

Ready-to-use : Integrates with your existing Wealth Management system

White-labelled: Brand it as your own and tailor your offering


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