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sara.row
Tell me how it will help me
In an increasingly competitive and regulated industry, providing investment management services to private clients is becoming increasingly complex and challenging.
The technology you use needs to enable the breadth of service you offer, streamline your operations to remove complexity, reduce administration burden (giving you more time to focus on clients) and re-use data to provide a single client view.
We’re making it easier with software that helps you maximise every decision, monitor and manage risks, streamline reporting, and keep costs down.
Tell me what it actually does
This 100% web-based, fully hosted and managed software, provides a technology solution tailored to your specific client and workflow requirements.
Private Wealth seamlessly integrates client and portfolio management, together with advice and order execution. With one client view, Private Wealth supports your entire service proposition, saves you time and reduces risk.
To find out more, click here
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