System and Technology

The affluent segments comprise the largest share of the wealth management market, accounting for more than half of the total assets and revenues in any geography. This segment is technologically adept and comfortable with more complex institutional-like products and services. The degree of need a customer has for institutionalized product and service offerings increases with the size of invest-able assets as per the individual, and hence increasing the level of sophistication needed for technology-based solutions to support the customer/advisor investment management activities. Diversity of client requirements, particularly in estate and Trust planning, requires wealth management technology solutions to be highly flexible and customized to address the wealthy individual’s complexity in financial needs.

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