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Transform the way you manage wealth with ATrad Wealth—an innovative platform designed to simplify and optimize wealth management for both individuals and professionals. With advanced features and seamless integration, ATrad Wealth empowers you to grow and protect wealth with precision and ease.
With ATrad Wealth, managing and growing wealth has never been easier. Optimize every aspect of wealth management and provide clients with the insights and tools they need to succeed.
Effortlessly manage a diverse range of assets including equities, bonds, unit trusts, and more—all in one place.
Streamline the management of unit trust investments and maintain accurate registries for maximum control and transparency.
Customize portfolios to suit individual client needs, goals, and risk profiles.
Stay ahead of market trends with live data, detailed analytics, and in-depth reporting.
Automate routine tasks such as reporting, reconciliation, and performance tracking for greater efficiency.
Manage a diverse range of assets including equities, bonds, and unit trusts seamlessly from a single platform.
Automate administrative tasks such as reporting, account reconciliation, and portfolio adjustments to save time and reduce errors.
9600 Great Hills Trail, Suite 150W, Austin,
Texas 78759, USA
Level 20, Parkland Building,
No.33, Park Street,
Colombo 03,
Sri Lanka
