• Your Platform
  • Products
    • Advisory
    • Portfolio
    • Analyse & Reporting
    • Mobile & UX
    • Risk & RegTech
    • Processes
    • InSight
  • Company
  • Contacts
img
  • Your Platform
  • Products
    • Advisory
    • Portfolio
    • Analyse & Reporting
    • Mobile & UX
    • Risk & RegTech
    • Processes
    • InSight
  • Company
  • Contacts
  • 360 Degrees - Client Relationship Management
    Advisory Module
    A critical characteristic of advisor-client relationship is the agility and
    flexibility shown in the course of daily business. This leaves us with more
    time for client care.
    The 360 degree client management system is an
    integrated tool of the EbiCentric wealth management
    platform, which has been specially created to support
    and control daily operations in client management.
    Seamlessly.


    One goal – improving the daily work and customer
    experience for you and your client.

EbiCentric . All Rights Reserved - Copyright 2025. Impressum | Datenschutz

We use cookies to ensure that we give the best user experience on our website. If you continue to use this site we will assume that you agree.AcceptPrivacy