Wealth portfolio suites turn to digital advisory: early risers
Digital advisory can make a significant difference to your clients’ long-term financial well-being and serve a wide variety of client segments. In the investor-advisor hybrid model, communication between two people establishes trust, builds the relationship, and drives client retention and referrals.
Learn more about:
- Innovation in wealth portfolio systems
- Future of digital advisory
- Ecosystems and microservices
Is now the right moment to offer your clients digital advisory? Get the answers here!