Wealth Management

The rise of robo-advisors using artificial intelligence and automation technologies have challenged the relationships between the financial advisors and their clients. The financial advisors have responded by refocusing on maintaining deeper relationships with those clients having complex investment products or needing comprehensive planning in tax and estate. To make this successful, highly available up-to-date information, customer analytics, streamlined processes, and self-serving tools will help the advisors to improve client engagement, strengthen the client relationships, and to grow their accounts.

We have expertise and experience in the following representative areas:

  • Mobile strategy for the advisor, investment advisor productivity analytics, mobile trading, enterprise financial planning tool integration, fixed income platform integration, discount brokerage application, registration and forms processing, workflow integration for back-office optimization for discount brokerage, operational reporting, multi-factor authentication integration