AQUA Wealth Management
AQUA Wealth Management is a leading company in Latin America, dedicated to managing families’ financial assets, with offices in Montevideo, São Paulo and Miami.
Currently, they are undergoing a technological transformation, motivated by the sustained growth that the company is having, as well as providing 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 between their clients and different investment funds, with which the company works.
This module allows:
– record the different notifications received by the funds,
– store the documentation received for each client,
– trigger the actions necessary to meet the requirements requested by the funds.
– Automatically generate emails and notification letters for the client and the banks involved in the transactions as well as reports of the movements for each client.