WM TODAY: The Secret Sauce in the Top 6 Client Onboarding Vendors

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.
25 November 2018

The old way of doing business involved cobbling together a lot of different point solutions that rarely worked together seamlessly, Trout explained. This included critical regulatory functions such as KYC and AML as well as standard business functions of portfolio management and document processing. But the industry has moved beyond this fragmented environment to a more tightly integrated approach...

click here to read more

News article details

Wealth Management
Media Type
News Articles
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America