MoneyWare Integra
MoneyWare Integra
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Category: Personal finance
Relationship Manager Dashboard
Client Dashboard
Client Portfolio

Description

MoneyWare® Mobile App, contains sophisticated tools that enable ‘Wealth Management on the Go’ for relationship managers and clients. Intuitive, easy to use features facilitate collaboration and enable responsiveness in client interactions taking client engagement to the next level.

Product ID: 9WZDNCRDH8XW
Release date: 2014-04-11
Last update: 2019-02-02