Woltix
woltix.comLocations
England, UK · London, UK · Mile End, London, UK · Kingston Vale, London SW15, UK
Size
1 - 10 employees
founded in
2021
At Woltix, we believe that client centricity is key for wealth management professionals. Thus, a customer's trusted adviser should spend less time on building portfolio analysis reports, and more time on building relationships with the client. Woltix helps with portfolio analysis automation and builds beautiful reports that include performance, concentration, and risk analysis for a given portfolio - all delivered via a cloud-ready API.
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