Wealth management – directing clients’ money towards investments that generate the most attractive returns or yields – is a field ripe for technological innovation. As wealth managers deal with multitudes of different client types, all these clients have a variety of different needs creating a vacuum for personalised wealth management solutions. Digitalising their client experience, via a modular, configurable platform, allows the wealth managers the flexibility to personalise their offerings to address a wide range of clients and their needs. More
