About this document
WealthMaster NextGen PMS Specification v2.1 by Zack Githinji is a document available to read on EtoBox.
The WealthMaster NextGen Portfolio Management System (PMS) aims to enhance the existing WealthMaster system by integrating comprehensive features for wealth and asset management, including client onboarding, multi-asset trading, and advanced analytics. The document outlines the functional and non-functional specifications necessary for the PMS, emphasizing digital capabilities, multi-custodian support, and robust security measures. Key objectives include improving operational efficiency, client experience,
- Author
- Zack Githinji
- Language
- EN