AmiPro

AmiPro is a wealth management software from MeetAmi advancements that enables financial advisors. It provides a new asset class to meet changing needs and interests of clients, increases assets under management (AUM) to gain a competitive advantage, and ensures audit compliance by logging all required reporting. Users can view investment performance by advisor, team, and client, and manage compliance workflows and rules effectively. AmiPro supports financial professionals in adapting to industry changes while maintaining rigorous compliance standards. Key capabilities: new asset class audit compliance investment performance tracking compliance workflow management competitive advantage Best for: wealth management advisors that need to adapt to evolving client demands.