Digital wealth management
by CREALOGIX · Wealth and investment platforms · Zurich, Switzerland
Client and advisor portals for wealth managers
What Digital wealth management is used for
- Enhance digital client experience
Who Digital wealth management is for
- Wealth and investment managers
About CREALOGIX
Digital banking and wealth management software for financial institutions.
CREALOGIX in the vendor registry: its products, features and similar vendors.
Also by CREALOGIX
- CREALOGIX Digital Hub: Cloud-based SaaS software foundation providing comprehensive modular functionality for front-end digital channels.
- CREALOGIX Conversational AI: Next-generation customer interaction solution using artificial intelligence and automation for personalized digital communications.
- CREALOGIX Funding Portal: Easy-to-use portal for fully compliant digital processing of funding throughout the entire lifecycle.
- CREALOGIX Lending Origination Hub: Digital lending platform for seamless loan origination across all financing needs.
- CREALOGIX EBICS Server: EBICS corporate payment channel
- CREALOGIX Digital Banking: Retail, corporate and SME digital banking
More in this category: Wealth management and investment platforms.
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