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Moxtra Wealth Management Collaboration Platform
from Moxtra
Secure, compliant mobile collaboration platform for wealth advisors and their clients. Features include encrypted chat, e-signatures, secure document sharing, notifications, biometric authentication, audit logging, and video conferencing, all within branded mobile apps and client portals.
Category:
Advisor Platforms
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.
Moxtra Wealth Management Collaboration Platform
Category:
Client Onboarding Platforms
Digital solutions for streamlining new client acquisition, including electronic account opening, automated KYC (Know Your Client) processes, and digital signature capabilities.
Moxtra Wealth Management Collaboration Platform
Category:
Compliance Management
in:
Compliance
Platforms for managing the overall compliance program, including policy management, training, and regulatory change management.
Moxtra Wealth Management Collaboration Platform
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