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Wealth Technology News and Analysis

Private Banking Software Provider Opens Centre In Glasgow

US Wealth Advisor Launches New Website

Third Financial Overhauls Wealth Management Platform

Indices Provider MSCI Buys RiskMetrics For $1.55 Billion

Fairbairn Private Bank Upgrades Client Communications With Equipos System

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Wealth Technology Insight Features

Technology Priorities For Independent Asset Managers
Independent asset managers are wrestling with several key themes at present as they face up to this period of market turmoil and uncertainty. But risk, depressed asset values and cost constraints are proving particular areas of focus.

Building Efficiency On Solid Data Foundations
One of the primary advantages offered by independent asset managers is that clients can choose the best custodian for their assets, however this presents its own challenges in terms of data consolidation.

Communicating Value to Clients
For independent asset managers – used to working with a core client base of private high net worth individuals and, increasingly, family offices – the provision of high touch, bespoke services is a way of life. As a result, an essential component of a manager’s offering will be its ability to effectively and frequently communicate with clients, a function that becomes especially important during periods of market volatility.

The Importance Of Giving Clients Full Information
An essential component of a manager’s offering will be its ability to effectively and frequently communicate with clients, a function that becomes especially important during periods of market volatility.

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