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Business Directory
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Xeye
web site: http://www.xeye.com
Phone: (416) 601-9833
Founded in 1993, Xeye is the leader in Client Wealth Management (CWM) platforms, enabling leading financial firms to execute their unique wealth management strategy. Xeye's technology enhances the profitability of wealth management firms by empowering investment advisors to deliver personalized client service, leading to revenue growth through increased share of wallet and cross-sell opportunities.
Xeye's flagship product - WealthManager™ is the first Client-centric Wealth Management Platform that seamlessly integrates Relationship Management, Asset & Liability Management, Statements & Reporting, Business Management and Decision Support into one flexible and scalable solution. WealthManager enables financial services institutions to execute their wealth management strategy across multiple delivery channels to serve any or all of their client segments effectively.
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