An increasingly challenging economic environment and continued competition mean that wealth management firms need tools that help them acquire new customers, deliver better customer experiences, and lower costs. To modernize the investor and financial advisor experience and free up scarce technology resources, wealth management firms use digital wealth management platforms so that they can focus on value-added activities such as client acquisition and investment selection.
In their recent report, “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024”, Forrester looked into the wealth management platform solutions available on the market. Our Comarch Wealth Management platform has been placed among the top ones.
The Forrester goal was to assess the top 15 vendors in the market and show “how each provider measures up and helps wealth management technology professionals select the right one for their needs."
Learn more and get the report!