Nevis Workflows
End-to-end automation for wealth-firm back office: account opening, money movement and custom workflows
Community-submitted · content unverified. This organization has not verified ownership or the information in this profile.
About
Nevis Workflows automates the middle and back office of wealth management firms, including client onboarding, custodial account opening through native Schwab and Fidelity integrations, cashiering and money movement, and custom workflows specific to a firm.
- Website
- neviswealth.com/workflows
- Added via
- web
- Ownership
- unclaimed
Where to go
For people
- Homepageneviswealth.com/workflows
For agents
Nothing listed yet.
Product details
- Product kind
- Saas