Wealth-Data is an investment management software designed to help financial advisors and portfolio managers oversee investments and analyze financial performance. The platform provides tools for portfolio tracking, performance reporting, and risk assessment, allowing advisors to manage client investments effectively. Wealth-Data integrates with market data providers, offering real-time insights into stock prices, fund values, and market trends. The software’s customizable dashboards enable users to visualize portfolio allocations, gains, and losses, making it easy to communicate with clients. For financial professionals looking to streamline portfolio management and enhance client satisfaction, Wealth-Data delivers a comprehensive solution that supports informed decision-making and transparent reporting.
Quantacula
United States
Email
Accounting
