Ezone Wealth
Everything You Need to Manage Wealth.
A unified platform for managing savings plans, investments, portfolios, and financial services across web and mobile.
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One platform. A connected wealth experience.
Overview
A clearer view of wealth.
Ezone Wealth brings essential wealth management capabilities together in one platform, helping financial service providers organize investment offerings, manage portfolios, and deliver convenient digital experiences.
- Savings & investments
- Connected services
- Digital access
Key Features
The essentials, thoughtfully connected.
Savings Plans
Bring savings plans together and keep customer goals in view.
Your savings plans
- Future plansGoal-based
- Personal savingsFlexible
- Fixed savingsSet tenure
Investments and Portfolios
Organize investment offerings and manage portfolios in one place.
Portfolio allocation
- InvestmentsOfferings
- SavingsPlans
- PortfoliosAllocation
Virtual Accounts
Bring virtual accounts into your wealth service experience.
Utility Payments
Connect everyday utility payments with your digital services.
Administrative Console
Manage your wealth services from a central administrative workspace.
One connected experience
Web and Mobile Access
Give customers convenient access to wealth services across web and mobile.
Multilingual Experience
Support a wealth experience in multiple languages.
Benefits
Less separation.More connection.
Bring the provider workspace and the customer experience closer together.
- Manage wealth-related services from one platform.
- Organize savings and investment offerings.
- Provide customers with convenient digital access.
- Support a more connected financial service experience.
Who Is It For?
Built around your wealth services.
Asset managers, wealth managers, fintech companies, and businesses offering savings and investment services.
- Asset managers
- Wealth managers
- Fintech companies
- Savings and investment businesses
Let’s talk wealth services
Bring Your Wealth Services Together.
Discover a smarter way to manage your financial offerings.