Finantix releases Wealth Apps 3.0, a comprehensive wealth management suite for iPads

April 3, 2012

Finantix launched the next generation of iPad apps for wealth management.

Wealth Apps 3.0 builds on the success of the portfolio management and financial planning apps which Finantix released in August 2010. The new suite of apps support advisers and private bankers in the key client-facing processes in wealth management: sales, onboarding and advice. Sales dialogues are made more engaging by using tablets to deliver presentations, video briefings, need analyses and other interactive simulations.

An INVESTMENT PROPOSAL app allows to interactively build and personalize portfolios that match client objectives and time horizons. The onboarding process is streamlined and accelerated with client-friendly fact finds, instantaneous document generation and on-tablet signature collection.Client reviews gain in efficiency and insightfulness with a monitoring dashboard, visual analytics and dynamic client reports. 

Alessandro Tonchia, founder and director of Finantix, sees a major shift in adviser-client interaction: "Wealth managers still use paper extensively during client meetings. Tablets, while having the same elegance as paper as a communication tool, are the foundation for interactive, vivid and collaborative meetings with clients. Great client experience translates in more sales and higher satisfaction."