Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions
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About

Wealth Intelligence (WIN) is a suite of full integrated front, middle and back office wealth management solutions. The integrated Wealth Intelligence system is designed to allow asset and wealth management firms run their complete business life cycle from a single platform, without having to use multiple systems. A bank guarantee is a type of guarantee from a lending institution where the institution ensures that the liabilities of a debtor will be met. A bank guarantee enables the customer, or debtor, to acquire goods, buy equipment or draw down a loan. A modern solution is in dire need for Guarantee Management System where most processes are digital and automated and there exists a good integration between the different parties to enable debtors, agents and risk carriers to carry out their business efficiently. Contemi Bank Guarantee Management System is the perfect fit for a modern Guarantee System where it’s quick and easy to develop customized products for the industry.

About

We enable our customers to provide integrated and embedded wealth, launching products that their customers love. Saving, investing, trading, and wealth management. Your customers expect digital financial products that are easy access to, beautifully designed, and make more of their money, and if they don’t receive them from you, they’ll go elsewhere. Keep customers in your ecosystem, strengthen relationships and drive revenue with customer-centric investment propositions that grow your business and grow with your business. The core of next-generation digital investment propositions. State-of-the-art technology allows you to go to market in months, not years. Full automation of the entire investment lifecycle means costs are kept to a minimum. API layers enable firms to connect to any existing or future in-house or third-party app, data source, or system. The platform’s modular make-up provides a flexible foundation for products to suit all customers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth managers seeking a solution to manage their assets and wealth

Audience

Financial managers seeking a tool to offer their clients digital financial products that are easy-access

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Contemi Solutions
United States
contemi.com

Company Information

Nucoro
United Kingdom
www.nucoro.com

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

Third Financial

Third Financial

Third Financial Software
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
MoneyWare

MoneyWare

Miles Software (EbixCash)

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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