Wealth Portfolio Management Suites: Advisor Desktop, 2021; Market and Vendor Landscape
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.
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