Now Tech: Digital Wealth Management Platforms, Q4 2021
Forrester's Overview Of 18 Digital Wealth Management Platform Providers
A rapidly changing post-pandemic environment with a renewed focused on digital and innovative wealthtech firms continues to put pressure on wealth management firms and their financial advisors. Intelligent digital capabilities like next best action and automated client onboarding save advisors valuable time and drive a better digital experience for customers.
If you want to know more about: the value you can expect from a digital wealth management platform provider