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Unifying the Advisor and Investor Experience: The Rise of Client-Centric Wealth Management

As the wealth management landscape continues to evolve with new technologies and user expectations, investments in client-facing technology have taken new precedence. Investment firms, faced with changing client profiles and technological advancements, are reevaluating their technology strategy in order to successfully engage investors and advisors. This latest webcast with Aite Group, “Unifying the Advisor and Investor […]

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Reevaluating the Wealth Management Technology Strategy

As the wealth management landscape continues to evolve with new technologies and user expectations, investments in client-facing technology have taken new precedence. Investment firms, faced with changing client profiles and technological advancements, are reevaluating their technology strategy in order to successfully engage investors and advisors. The latest research from Aite Group titled, “The Race to […]

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Online Brokerage Market Assessment & Outlook

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world. From generational shifts and changing client expectations to regulatory pressures and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. To complete, firms must heed the call for differentiation, enhancing their trading platforms and […]

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The State of Online Brokerage Platforms

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world. From generational shifts and changing client expectations to regulatory pressures and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. The latest research from Celent titled, “The State of Online Brokerage Platforms,” guides financial […]

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Accelerating Customer Transaction Activity Through Advanced Trading

Common challenges of remaining competitive and capturing younger generations of investors remain constant. Financial institutions also face a need to address plateauing profits and look for new, creative sources of revenue. Advanced trading, with options trading at the top of the list, has become a transaction driver for firms that are able to achieve highly visual and […]

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Leveraging Portfolio Analytics to Transform the Online Investment Experience

The needs of the retail investor are rapidly changing as technological advances continue to push the boundaries of investment transparency, and social interaction. With increased competition, the race for investor assets has never been more intense and it has financial institutions searching for new and innovative ways to transform their online investment experience. From advanced […]

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A Tactical Framework: Integrating the Online Channel into your Wealth Management Strategy

Today’s Investor is more sophisticated and demands a multi-faceted client experience. Financial institutions face increased competition across business lines, as well as steep challenges to retain assets and grow their client relationships. To compete, financial firms need to deliver advanced, multi-channel offerings, that appeal to a wide range of investors. The latest research from Aite […]

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Extend Your Wealth Management Business with Online Brokerage

A fully integrated self-directed investments channel has become an essential component to a comprehensive wealth management strategy. The latest research from Aite Group and Riperian titled, “Extend Your Wealth Management Business with Online Brokerage,” guides financial institutions through the development of a self-directed brokerage platform. Referencing research on online trading platforms, investor trading behavior, and […]

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Cost Basis Reporting: Total Cost of Ownership

With compliance deadlines fast approaching, financial institutions are now looking toward new and innovative ways to get the most out of their cost basis reporting investment. From total cost of ownership initiatives to maximizing the value of data, cost basis reporting has financial institutions reevaluating their overall strategy to better balance operational, business and client […]

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Beyond Compliance: Maximizing Your Cost Basis Reporting Investment

As cost basis reporting regulations inch towards their final phase, firms are now looking beyond compliance and searching for new and innovative ways to get the most out of their investment. From total cost of ownership initiatives to maximizing the value of the data, cost basis reporting has financial institutions reevaluating their overall strategy to […]