Independent financial advisors have limited integrated resources and have to cobble together a large number of tools and platforms in order to create a client-facing practice.
Goals and Objectives
Integrated platforms provide an all-in-one solution: a front-office platform including client portal and advisor dashboard (with streamlined client onboarding, financial planning, and investment management), in addition to back-office platform (record keeping, accounting, reporting).
Financial planning, CRM, onboarding platforms, Data analytics to integrateinvestmentworkflow, Infrastructure as a service
Use Case Summary
Integrated platform enables financial advisors and wealth managers to dis-intermediate from wire houses and serve clients directly.