In this Insight, we share our perspectives on how Symphony can be used within Wealth Management to deliver actionable alerts to financial advisors.

In this Insight, we share our perspective on how Symphony can be used within wealth management. We give an overview of Symphony’s technology, explain why Symphony stands out among messaging platforms, look at a promising integration of Symphony within NexJ’s platform, and provide our expectations of future enhancements.

For wealth management customers, Symphony’s potential lies in its ability to enable financial advisors to scale their business. This report also discusses how Symphony can drive advisor efficiency.