Jade is a new-age B2B Wealth Management Platform that facilitates tracking, management, and makes buying & selling of assets easier for Brokers, wealth managers & Financial Advisors.
The SaaS-based model allows flexibility while the enterprise set-up allows complete autonomy & customization. It simplifies financial asset management, Seamless digital customer journey, Onboarding-to-profiling-to-interaction, Asset movement, Order management, current Vs. ideal rebalancing, RIA & execution, Portfolio construction, Asset Inventory (including Held-away assets) & model portfolio with Compliance & taxation.