Displaying thorough account breakdowns, facilitating asset management, and providing an integral panorama of the family’s legacy, growing your client’s wealth has never been easier.
Our system’s customizable structure allows for wealth managers to fully understand the client’s financial situation and help them make better decisions.
Phalkon provides all the necessary tools that empower individuals to manage their own wealth, without the need to hire a professional.
Complete access to your wealth at any time and place
Manage and customize an unlimited number of accounts and non-financial assets.
Calculation of daily Net Asset Value per share for every account, as well as future cash flow calculations.
Make sure your custodians are precise through our cash flow algorithm.
Highest multilayered security encryption that safeguards and assures the privacy of all data within the system.
Dynamic business intelligence reporting gives you the power to easily be your own wealth watcher.
