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Provider Type

Technology Providers

Tagline

State of the Art Reporting for Family offices and Wealth Managers

Founded

2014

Location

Singapore

Verified

Verified

Categories

AccountingConsolidated ReportingPortfolio Management

Services

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office

Regions Served

Client Types

Wealthworks+
Wealthworks+
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Provider Type

Technology Providers

Tagline

Founded

Location

United Kingdom

Verified

Not verified

Categories

Consolidated ReportingCRMPortfolio Management

Services

Target Segments

Independent financial or investment advisorMulti-family officePrivate bankService provider

Regions Served

Client Types

Website

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