Improving Financial Advisor Productivity through Automation

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Wealth management firms embrace change with the next generation advisor platforms

To be successful in the current business climate, wealth management firms require solutions that support personalized client relationships, strong regulatory compliance, and improved advisor productivity. Wealth management firms are identifying gaps and challenges in their existing advisor workstations and want to build an integrated, end-to-end next generation wealth management platform. As a result advisors can then leverage their institutions’ expertise and resources to meet their client needs.