Expinfo, Inc. is committed to a comprehensive approach of providing an array of financial services to our clients. Through our Wealth Management Consulting process, we coordinate investment planning, financial planning and estate planning services by addressing four primary areas:
Expinfo, Inc provides the support you need to build a successful wealth management practice. We boast a dedicated team of professionals to provide a variety of solutions for your clients' wealth management needs and help you grow your wealth management business. The paramount goal of the Wealth Management Services Group is to ensure your success as a financial services professional.
Payment Gateway System
The Payment Gateway system is a secure, reliable, and easy to implement real-time transaction processing interface that connects web sites, call center applications, accounting systems and other applications to the appropriate payment processing network using any standard SSL encrypted Internet connection.
A payment gateway provides the flexibility and scalability necessary to grow with your business while keeping you in control of the primary interface with your customer. The software is easy to install for small businesses, yet robust enough to accommodate the demands of integrated high volume processing applications and e-commerce web sites.
Wealth Management Systems
Trade Gateway system
The system allows trading securities listed on the BSE, NSE, NASDAQ, as well as OTC Bulletin Board (OTCBB) securities, pink sheet securities, options, exchange traded funds (ETFs), and mutual funds using your TD AMERITRADE account.