A Multi Asset, Multi Product platform
The first advisory platform that truly empowers the decision maker with 12 modules
An outsourced CIO office supporting all your investment decisions
CIO in a box gives wealth managers the investment capacity & expertise via a simple subscription. They can have their own asset allocation models, portfolio review for their clients and access to investment ideas & straetgies created by an experienced team.
Successful strategies at your disposal via white-labeling
Wealthium’s experts have a long track record in managing equities and credit strategies. This expertise can be now used in a white-label function for the wealth managers to launch their own products with the proper backing and support.