Xeye, the leading provider of wealth management software and solutions to the financial services industry, is pleased to announce that Alexandra & James, a new wealth management company that will provide high net worth investors with a comprehensive suite of financial services including bill paying, organization of all aspects of personal financial planning, and coordination with other financial providers, has selected Xeye's WealthManager as their wealth management platform.
Since 1925 the Lebenthal family has played a prominent role in the financial services industry. Through their growing new venture, Alexandra & James is targeting a select set of discriminating investors that are looking for high touch service and varied product offerings. Xeye's WealthManager platform will help them grow their business through its advanced relationship management, portfolio management, and client reporting. WealthManager will help the firm's advisors offer high touch family office services.
"Alexandra and James' decision to select Xeye confirms our belief that there is strong demand for the Xeye solution at high end of the U.S. wealth management industry," said John Fennelly, Xeye's Managing Director of U.S. Operations.
Alexandra & James selected Xeye's WealthManager because of its breadth and depth of functionality and proven reliability. "We looked at a number of providers and felt that Xeye would give our clients the most comprehensive view of their finances. We are excited to be partners with Xeye in this exciting new chapter of the Lebenthal family!" said Alexandra Lebenthal, President and CEO.
"We are delighted that Alexandra & James selected Xeye's WealthManager as their platform for cultivating client relationships, managing assets, and providing superior client service," said Craig O'Neill, President & CEO of Xeye. "WealthManager's integrated suite of essential tools for advisors will help Alexandra & James grow their business rapidly and cost-effectively."