360 DEGREE, SINGLE SYSTEM
FRONT-TO-MID ADVISORY SOFTWARE SOLUTION
Quantifiable effects of
advisory digitalisation
63% of clients state that they would like better collaboration with financial advisors
76% of clients would appreciate the ability to get a holistic view of all of their accounts
50% of advisors use separate systems with separate login and not a feature-complete aggregate advisory system
With the current level of digitalization of the industry, it’s not enough to focus only on the client facing platforms, but it’s also important to give the bank’s relationship managers a highly advanced and ergonomic digital platform for their everyday work.
EMILIA JAKUBIAK
Interested?
Schedule a demo right now!
Wealth Platform core features
See why our partners chose Wealth Platform, then schedule a demo!