Call Us at (201) 768-7959

WealthGEN

Innovative CRM and Transaction Management solution for the Wealth Management industry

Our platform is built from ground up for Wealth Management industry to address security, mobility, scalability and open integration needs of Independent Broker Dealers (IBDs). Our solution allows IBDs and their Advisors focus more of their energy on driving growth  and managing compliance,  supervisory and operational needs of their business.

 

Branch
Supervision

A comprehensive CRM solution that tracks all branch information from onboarding to daily supervision … 

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Transaction Processing

Eliminates manual paper processes and automates compliance and supervisory functions  …

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Commission Management

Handles complex payout options, making the payroll process seamless and efficient …

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Open Integrated Platform to Scale Up Your Business 

Business is more efficient when data is not maintained in silos.  By having a single data repository for branch and rep information,  transactions and investment accounts all departments including compliance, onboarding, finance, operations, licensing, supervisory and IT view and work on the same set of data increasing productivity and reducing manual entry of critical information.

 

Call us at (201) 768-7959 to arrange a demo…

 

 

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