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Sandbox Wealth

Sandbox Wealth

Banking Providers

Sandbox Wealth is a turnkey banking platform for independent advisors and family offices.

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About Sandbox Wealth

Sandbox provides cash management and credit solutions paired with enterprise-grade analytics that enable our members to make prudent decisions regarding liquidity within the full context of their finances. Our members have access to comprehensive balance sheet and cash flow reporting that sit alongside the ability to execute payments domestically and cross-border.

More Details

AttributeDetails
CategoriesArtificial Intelligence, Banking Providers, Commercial Bank, Consolidated Reporting, Data, Data Aggregation, Private Bank, Reporting, Technology provider
FeaturesAbility to Whitelabel, AI Powered, Banking Providers, Consolidated View, Full Multi-Currency Support

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Insights from Sandbox Wealth

A data-driven liquidity solution for family offices

This insight with Ray Denis from Sandbox Wealth explores how HNWIs can use their data to access liquidity using a family office software solution.

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Locations

United States of America

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