Want a more profitable wealth management practice? Technology gets you there

By Stephen Newman

Today’s wealth managers are always looking for ways to enhance their client service. Our recent webinar looked at a number of trends in the marketplace and how managers can provide clients with more personal service while still efficiently managing their businesses, growing their client base, and ensuring they’re on top of compliance obligations.

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Want a more profitable wealth management practice? Technology gets you there

By: Stephen Newman

Photo female hands holding modern tablet and man touching screen

Today’s wealth managers are always looking for ways to provide more efficient and personal service to their clients. A recent SS&C webinar looked at a number of trends in the marketplace and how managers can provide clients with more personal service while still efficiently managing their businesses, growing their client base, and ensuring they’re on top of compliance obligations.  
Continue reading