Unlock the full potential of real estate market data and strategically aggregate property with other investments in your clients' portfolios. Achieve an optimal balance between illiquid and liquid assets. Assist your clients by leveraging real estate as collateral in loan decisions. Additionally, offer valuable advisory services on strategies to boost rental income and assess potential gains from renovation projects. With comprehensive property insights, deliver holistic advice on retirement, estate, and financial planning, providing your clients with optimal support.
Deepen your client relationship by offering them valuable real estate insights. By providing a holistic 360° view of their property wealth, your clients can maintain a clear overview of their most valuable assets, including their net worth. Keep them engaged with regular updates on changes in property values, showcasing proactive service. Furthermore, visualise the balance between real estate and liquid assets within a single wealth overview to present complex information clearly and engagingly.
PriceHubble integrates seamlessly into your existing wealth management systems or CRMs. Through APIs, it easily embeds into workflows, as shown by wealth management firm Fincite. Their wealth management solution empowers financial institutions to provide fully digital investment advisory services—from onboarding to investment reporting, including automated property valuation. Banks benefit from our best-in-class AVM property valuations, powered by big data and AI, enhancing their service offerings and operational efficiency.
Our desktop valuation solution has successfully passed an external audit of compliance with the EBA Guidelines for loan origination and monitoring (GLOM) conducted by a Big 4 firm according to the ISAE 3000 standard. The successful audit of our advanced statistical model and desktop valuation solution, following a thorough review of its methodology, documentation, development and control processes, confirms our regulatory compatibility for use by an internal or external valuer for loan origination and monitoring. Please feel free to contact us for more information or personalised advice.
A wealth management software solution is a specialised application designed to assist financial advisors, service providers, asset managers and family offices in efficiently managing their clients' overall wealth across various asset classes. This real estate software supports operational efficiency by offering essential functions for portfolio management software, as well as investment management supporting well-informed investment decisions, risk management, and report generation. It also enhances decision-making by providing insights into asset performance and market trends. The goal is to streamline wealth management, improve asset allocation strategies, increase transparency, and reduce asset management efforts.
A wealth management platform is an ecosystem of integrated tools that allows financial institutions and other stakeholders to manage their clients' wealth in real-time. It offers a comprehensive suite of services, from portfolio management to client management, with functionalities like order management, rebalancing, and dashboards for visualising key metrics. The platform also facilitates the management of private equity and other alternative assets, bridging the gap between back-office efficiency and front-office client engagement.
Our platform improves the overall user experience by offering a seamless, scalable digital solution with real-time property and asset data. From automated valuations to key ESG data, our tools empower advisors to provide clients with a comprehensive view of their assets.
Our wealth management platform offers insights through productised data and analytics software solutions, available via subscription (web app or API). Our pricing model caters enterprises of various sizes, ensuring you receive tailored solutions to meet your specific needs, with scalability to grow alongside your business.
Fintech has significantly transformed the wealth management industry, driving innovation and efficiency in numerous ways. By enabling automation, fintech reduces manual tasks, allowing advisors to focus more on personalised client interactions. Additionally, improved user experiences foster more profound engagement, ensuring clients feel empowered and informed throughout their financial journeys.
Advanced metrics and AI-driven analytics provide wealth managers with enhanced data insights, enabling them to make more informed decisions. This technological evolution streamlines processes and allows for more intelligent, more efficient wealth management strategies tailored to individual client needs. As a result, advisors and clients can navigate the complexities of wealth management with greater confidence and precision.
In essence, fintech is reshaping the wealth management landscape, creating opportunities for enhanced service delivery and fostering stronger client-advisor relationships.
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