Greenbox is a data usability and design company that brings together the tools of retail wealth management in one intuitive, seamlessly connected ecosystem. The technology behind the Greenbox ecosystem has been created to address the challenges facing today's wealth managers, and is designed to simplify complexity in ways our users want.

We collect, organize and make actionable data in more immediate, efficient and powerful ways. Wealth managers are able to easily leverage comprehensive and dynamic insights about markets, investments, and advisor and client behaviors. 

On Greenbox, wealth managers can also seamlessly connect across all components of their business so that trading, portfolio and client data management are interconnected, creating real-time feedback. 

This approach delivers a smooth, integrated experience for wealth managers at every level or business.

Greenbox
Manage Wealth Without Limits

Business Development

Business Tools

Greenbox Platform Technologies, Inc.

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