As Wealth Advisors or Investment Managers, you have managed to achieve good returns for your clients over the past few years, certainly considerably better than the traditional savings institutions such as banks and insurance companies.
Technology enables to focus your valuable time and effort.
Discover how to scale
Large firm with lots of Advisors may transition into a Tier 1 business with tens of billions of AUM and with a reputation for serving all types of investors across all channels
How can advisors be responsive to clients
They can provide valuations, increasing investment, trading. Or acting on changes in the client profile, after updates on the mandate, requiring modification in their portfolio
How to check the suitability of the investments made
If investments are not achieving return or are out of line with the mandate, these are not suitable anymore for the client’s needs. Time to update