Company Information

Get to know WealthTrack Software Ltd

WealthTrack Software Ltd is a financial technology company that develops and offers a comprehensive, cloud-based platform designed to streamline operations for wealth management professionals. Their core mission is to empower advisors with advanced tools for portfolio analytics, risk management, client reporting, and CRM integration. By leveraging AI and automation, their software aims to enhance advisor efficiency, improve client outcomes, and ensure regulatory compliance, positioning themselves as a key technology partner for the modern wealth management industry.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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WealthTrack Software Ltd

Ireland

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.