ANNOUNCEMENTS & NEWS

OSPREY WEALTH MANAGEMENT SOFTWARE HELPS YOUR ADVISORS PROVIDE SUPERIOR CUSTOMER SERVICE AND DELIVER BETTER RESULTS

Brendan Walters, Osprey Software Development

May 1st 2019

Osprey’s Wealth Management software simplifies the end-to-end management of investor accounts, providing financial professionals with everything needed to optimize and expand their business.

Its open architecture makes it easy to integrate with existing processes, systems, and data sources; reducing the risk, effort, and time of implementation.

The system focuses on putting everything needed at the fingertips of the financial professional and adapting to the way that user works, as opposed to forcing the user to adapt to the software.

Our Wealth Management software works in the background so that advisors and operations teams are free to focus on helping their customers reach their investment goals.

It’s both sophisticated: managing complex portfolio construction, tracking goals in real time, and integrating with existing systems; and simple to use: placing any information you may need just a click or two away.

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