AQUA Wealth Management
AQUA Wealth Management is a leading company in Latin America, focused on managing families’ financial patrimonies, with offices in Montevideo, Sao Paulo and Miami.
Currently, they are undergoing a technological transformation, motivated by the company’s sustained growth. Besides, the company is seeking to provide new and better services to its customers.
In this first stage, Fx2 developed the Private Investment module, through which AQUA’s advisers manage the different commitments signed among their clients and different investment funds, with which the company works.
This module allows:
– to record the various notifications received by the funds;
– to store the documentation received for each client;
– to trigger the necessary actions to meet the requirements requested by the funds; and
– automatically generate emails and notification letters for the clients and the banks involved in the transactions as well as reports of the movements for each client.