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The SaaS helps wealth management firms map, consolidate, and gradually replace legacy software by rebuilding chosen capabilities within their own controlled environment, while allowing existing tools to remain until replacements are proven. Its 15 capabilities include portfolio management, risk analysis, financial and estate planning, tax management, operations, client onboarding, CRM, billing, marketing, compliance, document management, scheduling, market analysis, and performance attribution, reducing software costs, integrations, and complexity for firms seeking a simpler, more flexible technology stack.
VIRA can be found in Robo-Advisors & Wealth Management categories.
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