WELREX demoed at FinovateEurope in 2024.
WELREX is a digital investment management platform that empowers Independent Relationship Managers (IRMs) in wealth management to exceed their client's expectations and enables U/HNW individuals to make the most of their wealth.
WELREX provides investment services and tailored solutions to IRMs and their HNW clients via a proprietary user experience on top of an established SaaS platform, which has been configured to reflect IRM and client best interests.
WELREX believes that advisors and their clients deserve to live their wealthiest possible life.
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