Vendors
日本語

Merrill: Digital Wealth Overview

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
9 March 2022

Model Wealth Manager Award Winner for Client Experience

Abstract

Merrill won Celent's model wealth manager award for client experience. Merrill’s Digital Wealth Overview (DWO) is a tool for financial advisors that provides a personalized and interactive video presentation of a client’s full financial picture. DWO represents a new, innovative way for advisors to engage clients who prefer digital communications.