FINARTIS

Chartis_Advisor Desktop 2021 Quadrant Report_Cover

Wealth Management

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.

05 May 2021

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