OWealth Apps

OWealth Apps are dedicated to wealth managers and their clients.
Smartphones and tablets will revolutionise the operations of financial advisors, private bankers and clients in the financial services and wealth management sectors. These mobile devices are easy to handle, are constantly connected to the network and will offer an easier, more attractive and effective way to manage financial portfolios, thanks to the possibility of receiving and monitoring data and making decisions in real time anytime, anywhere.
For financial institutions, the availability of these tools will be a key competitive differentiator for improving customer relations, the quality of their services and the productivity of their networks of financial advisors.

A financial adviser with OWealth Apps solution can look for a client and view that client's data; browse the investment portfolio; obtain an analysis of portfolio performance, risk and compliance with interactive graphics; view product data and news; set and receive alerts based on positions, portfolios and clients; check the status of orders and handle any critical issues concerning suspended orders.

OWealth Apps also leverages the full capabilities of the native device, such as the ability to call and send e-mails and SMS messages to clients, calculate the route and activate the navigator to reach them.

It is possible to download a video demonstrating the main features of the application