Xede Consulting Group Inc
Xede Consulting Group Inc, based in Troy, MI, specializes in providing innovative solutions for Wealth Management Companies, particularly through their Portfolio Rebalancing Accelerator built on Salesforce Experience and Financial Services Clouds. The company addresses the challenges of increasing operational costs and market volatility by offering an intuitive interface for Advisors to manage compliant portfolio rebalancing requests efficiently.
Recognizing the evolving work environment, Xede's solutions are designed to be mobile-ready while also accommodating traditional web and contact center experiences. By aligning fund choices with individual Advisors' preferences and simplifying allocation processes, Xede empowers Wealth Management Companies to enhance service delivery while mitigating costs.
Generated from the website
Also at this address
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.


