DYNASTY

Owner

Goods & Services

Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management for individuals and families; Platform as a service (PAAS) featuring computer software platforms for providing users with access to financial information, connecting users with financial advisers, wealth managers, and asset managers, enabling users to obtain financial advice, and providing access to financial data and analytics