Empowering modern Wealth Managers Discover a Refined Portfolio & Wealth Management Model.
A cloud-enabled wealth suite that ensures hyper personalization in every customer touch point.
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Go agile & deepen client relationships by multi-folding their investments and parallelly optimizing operations
Bullfinch Wealth Suite is a SaaS-enabled, integrated, front-to-back Omni channel system that includes diversified range of asset classes to manage the complete wealth management lifecycle.
Bullfinch helps to unlock the insights and gets you on an exponential growth trajectory through its advanced analytics and personalized recommendations.
It serves all client segments from retail to high net-worth investors and fully supports the provision of discretionary and non-discretionary, advisory services from a single platform.
A complete multi-module wealth management suite that provides wealth managers an interactive portal with artificial intelligence to effectively manage HNI portfolios.
