Wealth management software and ASP suite of products that will be targeted towards brokerage, insurance, banking, and asset management firms enabling these firms to create efficiencies essential for client retention, cross-marketing, market data leveraging, and enhanced customer relationships

'asp':5 'asset':18 'bank':16 'brokerag':14 'client':29 'creat':25 'cross':32 'cross-market':31 'custom':39 'data':35 'effici':26 'enabl':21 'enhanc':38 'essenti':27 'firm':20,23 'insur':15 'leverag':36 'manag':2,19 'market':33,34 'product':8 'relationship':40 'retent':30 'softwar':3 'suit':6 'target':12 'toward':13 'wealth':1

WEALTHVIZOR

Owner

Goods & Services