Wealth+ is now on AppSource!
5 September 2017
You are a Private Banker, Life Insurer or an Asset Manager ?
Nerea just launched its Wealth Management solution for Dynamics 365 on AppSource!
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.
Click here to download our factsheet or to get a free trial ! https://appsource.microsoft.com/en-us/product/dynamics-365/nerea.b47d6514-c7ef-4c31-9990-f0f5312921e4