Wealth Portfolio Management Suites: Advisor Desktop, 2021; Market and Vendor Landscape
In pursuit of 'holistic financial wellness', this report evaluates the tools and workflow at hand for the advisor, as well as those for the customer journey. Includes 1 RiskTech Quadrant.
The advisor’s desktop is the command center for prospect/client engagement, financial planning, investment decisioning and practice management. In pursuit of ‘holistic financial wellness’, this report evaluates the tools and workflow at hand for the advisor, as well as those for the customer journey. The report includes wealth portfolio management suite solutions that have been improving advisors’ front-office tools to enable better integration of data and ‘command center’-type views of advisor and client activity, and to provide more intelligent support for advisors. The suites are core infrastructure for wealth advisors and the first solutions that vendor clients look to when meeting new business requirements.
Includes 1 RiskTech Quadrant.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@risk.net or view our subscription options here: http://subscriptions.risk.net/subscribe
You are currently unable to print this content. Please contact info@chartis-research.com to find out more.
You are currently unable to copy this content. Please contact info@chartis-research.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@chartis-research.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@chartis-research.com
More on Asset and wealth management
