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Wealth Plus

Nerea SA

Wealth+ is a ready to use customizable and extensible solution for Wealth Management.

Based on Microsoft Dynamics 365, Wealth+ has been designed and developed to be integrated to your internal back-end data and to answer to the particular security and confidentiality rules of financial sector. It offers client assets global view, portfolio potential, onboarding process, KYC and sales process in both direct and indirect channels.