Purpose-Built for the financial services industry
workplace wealth_ is built specifically for wealth managers:
- All leading financial apps
- Top clearing brokers
- Microsoft® Office 365
- Custom (proprietary) applications
- Any Windows® application
Meets the needs of RIAs and Broker-Dealers:
- SEC- and FINRA-Ready
- Ensures Business Continuity
- Total Mobility & Flexibility
We understand and can help you meet both the statutory obligations and the competitive challenges that you face — with a soliution that meets your needs and supports your ambitions.
Request your demo today!