AQUA Wealth Management

AQUA Wealth Management is a leading company in Latin America, dedicated to managing families’ financial assets, with offices in Montevideo, S茫o Paulo and Miami.

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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.

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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.

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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.      

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