How many of these problems sound familiar?
Firms with wealth management technology that does not meet client expectations can expect to see a loss in business from prospects and existing clients.
I measure how efficient I am by the amount of time I spend...
See how you stack up against your peers.
|keeping up to date with investment/financial trends|
|prospecting for new clients|
|preparing financial plans|
|doing non-work activities
(i.e., leisure, charity, family, other)
Our award-winning report, based on a proprietary survey of 300 advisors, explores the role that a wealth management firm’s technology plays in facilitating business.
With the U.S. experiencing the largest wealth transfer in history1, it’s now more important than ever that firms embrace technology that will keep them competitive.
According to our award-winning Connected Wealth Report, 82 percent of independent broker-dealers said the type of engagement required by younger clients is different from what is required by older clients (Gen X, boomers, and seniors).
To help engage these younger generations, our independent broker-dealer platform provides the tools to build lasting client relationships while increasing advisor efficiency. Choose only what you need from our configurable platform:
Our advisor experience allows advisors to manage and grow their book of business in one place (e.g., proposal creation, trading, reporting, model management/rebalancing).
Our client experience lets advisors’ clients see integrated, holistic views of their complete financial lives through a simplified interface with compliant text messaging and aggregation.
Our home office experience allows firms to efficiently run their broker-dealer/RIA with configurable features that adapt to their business.
Our platform powers operational efficiency with workflows that move seamlessly across connected capabilities (e.g., financial planning) and services (e.g., reporting) powered by a unified data layer known as our Unified Data Fabric® (UDF).
The Advisor360˚ independent broker-dealer platform
1 Eisen, Ben and Tergesen, Anne. “Older Americans Stockpiled a Record $35 Trillion. The Time Has Come to Give It Away.” The Wall Street Journal. July 2, 2021. https://www.wsj.com/articles/older-americans-35-trillion-wealth-giving-away-heirs-philanthropy-11625234216?mod=Searchresults_pos3&page=1