Vermeg Wealth Management delivers advanced and reliable automated processes, straight-through-processing and intuitive ergonomics in response to your key concerns: client acquisition and retention, regulatory compliance, managed profitability and risk management.
Vermeg Wealth Management’s CRM integrates readily with front, middle and back offices to enhance your operational efficiency and support your growth. Everything you need to manage your clients’ assets is just a click away thanks to Vermeg Wealth Management’s CRM dashboard, which combines client data with advanced portfolio analytics.
Whether you specialize in advisory or discretionary management, in HNWI or high-end retail clients, Vermeg Wealth Management helps you deliver the highest level of service to your clients in compliance with their needs, goals, investment horizon, risk attitude and MIFID profile.
Built to manage high volumes and automate order workflows, Vermeg Wealth Management streamlines wealth management processes even for clients who demand a high-level of customization. It delivers high-quality reports to your clients and supports your marketing campaigns.
Vermeg Wealth Management is also your enabler for the digital revolution, using a Vermeg built portal or integrating your website or mobile application on our catalogue of ready-to-use web services.
- Integrated CRM
- Sophisticated Client Reporting=
- Digital Revolution Ready
- Advisory Workflows
- Discretionary Workflows
- Smart decision support
- Activity Monitoring
- Reduced operational risk
- SaaS deployment option with middle office services