About Vumi
Vumi is a wealth consolidation platform from Vumi Portfolio designed for high-net-worth individuals and family offices. It combines financial assets, real estate management, and real-time visibility of portfolio performance so users can have a comprehensive view of their wealth. This platform allows wealth managers to consolidate various forms of assets into a single interface, providing clear insights without the lengthy wait times typical of traditional solutions. Key capabilities: asset integration portfolio analytics financial reporting real estate management user-friendly dashboard Best for: high-net-worth individuals and family offices that need to manage diverse assets efficiently.
Vumi Details
Vumi's In-App Market Place
Does Vumi have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (Fr), Cny (¥), Hkd (Hk$), Sgd (S$), Inr (₹), Rub (₽)
Pros & Cons
- Vumi centralizes investment data from multiple banks into one platform.
- The platform aims to increase business productivity by saving time and resources.
- Vumi enhances operational efficiency through automation and scalability.
- The software prioritizes security with data encryption and enterprise-grade infrastructure.
- 1. Occasional glitches and bugs that affect data accuracy
Vumi's Support Options
Documentation
http://docs.vumi.io/