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Software Status:Active

About AirWealth

AirWealth is a platform from OneWealthPlace that facilitates access to private market funds. It provides features including the genesis of AirFund, simplification of private market fund distribution, and direct contact options for users. This makes it easier for investors to navigate and invest in private markets. AirWealth is specifically designed to connect individuals and institutions with diverse investment opportunities while promoting transparency and efficiency in the process. Users can also learn about the company's mission and meet the dedicated team behind AirFund. Key capabilities: fund distribution investor relations market access educational resources user support Best for: investors and financial institutions that need reliable access to private market investments.

AirWealth Details

Vendor
OneWealthPlace
Year Launched
N/A
Location
France
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
French
Users
Sales Managers, Customer Service Representatives, Marketing Executives, Business Development Managers
Industries Served
Healthcare, Education, Finance, Retail, Technology, Hospitality, Real Estate, Manufacturing, Agriculture, Non-Profit
Tags
CRM Software, AirWealth

AirWealth's In-App Market Place

Does AirWealth have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

EUR (€)

Pros & Cons

  • 1. Improved Efficiency: The software aims to enhance both commercial and operational efficiency for wealth managers.
  • 2. Enhanced Client Knowledge: It provides a 360° customer file to deepen understanding of clients.
  • 3. Regulatory Compliance: Airwealth helps ensure adherence to regulations through features like digital onboarding and automated AML.
  • 4. Premium Client Service: It enables offering a high-quality experience with digital reporting, document sharing, and personalized content.
  • 1. Difficulty syncing data with other platforms or software

AirWealth's Support Options

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