About Tiller group (tiller)
Tiller Group (Tiller) is a leading provider of modular financial software solutions that help businesses manage their finances more efficiently. The company's flagship product, WealthXcel, is a comprehensive platform that offers a range of modules designed to streamline financial processes and improve decision-making.
One of the key features of WealthXcel is its onboarding module, which allows businesses to quickly and easily onboard new clients or customers. This module automates many of the tasks associated with onboarding, such as collecting client information and setting up accounts. By streamlining this process, businesses can save time and reduce errors.
Another important module offered by WealthXcel is the attitude-to-risk module. This module helps businesses assess their clients' risk tolerance levels so they can make more informed investment decisions. By understanding their clients' attitudes towards risk, businesses can tailor their investment strategies to better meet their needs.
The product selection (risk management) module is another valuable tool offered by WealthXcel. This module helps businesses manage risk by providing them with detailed information about different investment products and strategies. With this information at their fingertips, businesses can make more informed decisions about which products to invest in and how much risk to take on.
WealthXcel also includes online portals that allow clients to access their account information from anywhere at any time. These portals are secure and easy to use, making it simple for clients to stay up-to-date on their investments.
Finally, WealthXcel offers on-demand reporting capabilities that allow businesses to generate customized reports based on specific criteria. These reports provide valuable insights into business performance and help identify areas where improvements can be made.
Overall, Tiller Group (Tiller) provides an innovative solution for managing finances in today's fast-paced business environment. With its modular approach and comprehensive suite of tools, WealthXcel makes it easy for businesses to streamline financial processes while improving decision-making capabilities. Whether you're looking for an all-in-one financial management solution or just need a few specific modules to enhance your existing system, Tiller Group (Tiller) has the expertise and experience to help you achieve your goals.