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Vumi

Vumi

Vumi是一款财富管理软件,提供对投资服务公司的全面视图,帮助理财顾问整合和分析客户投资组合的数据与风险。

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Vumi is a wealth management software that provides service to Investment Service Companies (ISCs), offering a comprehensive and unified view of their clients' investments. With advanced technology and an intuitive, modern interface, Vumi enables financial advisors to consolidate and visualize data from multiple sources. Additionally, it allows them to analyze the performance and risks of their clients' portfolios.

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