Fintech & Web3Plaid integrationBilling engineDealflow CRM
Parabellum
A wealth management platform that unifies the data of investors and advisors into one meaningful financial picture, with analysis, reporting, a dealflow CRM and billing.
ClientBlackmar
LocationUSA
IndustryFintech & Web3
Duration—
Client
Blackmar builds Parabellum, a wealth management platform for investors and advisors.
Business challenge
Households, multi-family offices and institutions need one complete platform that unifies all their data and gives a meaningful picture of their finances.
Our solution
gHost Services built a modern platform that makes single- and multi-family offices, RIAs and hedge funds operationally more efficient.
Key features
- Analysis
- Transactions
- Reporting
- Dealflow CRM
- Integrations such as Plaid to connect bank accounts
- A billing engine that imports clients and their transactions and bills them from one dashboard
Technologies
PlaidNext case study
→