Enabling independent advisers to advise and not have to be investment managers too!
Don't spend time and money doing what is already done! The future of financial advice involves helping clients to understand and work towards their personal and lifestyle goals - not constantly tinkering with investments you can't control in the short term. ...
Online Wealth Management
Wealthbay is an online wealth management platform that permits users to get a live feed of the different components of their wealth.