AQUA Wealth Management

AQUA Wealth Management聽is a聽leading company in Latin America,聽focused on聽managing families鈥 financial patrimonies, with offices in Montevideo, Sao Paulo and Miami.

Currently, they are undergoing a聽technological transformation, motivated by the company鈥檚 sustained growth. Besides, the company is seeking to provide new and better services to its customers.

In this first stage, Fx2聽developed the Private Investment module, through which AQUA鈥檚 advisers manage the different commitments signed among their clients and different investment funds, with which the company works.

This module allows:

鈥 to record the various notifications received by the funds;
鈥 to store the documentation received for each client;
鈥 to trigger the necessary actions to meet the requirements requested by the funds; and
鈥 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.     

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