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Now Tech: Digital Wealth Management Platforms, Q4 2019

Forrester's Overview Of 24 Digital Wealth Management Platform Providers

November 14, 2019

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Why Read This Report

You can use digital wealth management platforms to improve investor experience, increase financial advisor productivity, drive profitability, and bring next-gen capabilities to your financial institution. But to realize these benefits, you'll first have to select from a diverse set of vendors that vary by size, capabilities, geography, and vertical market focus. Wealth management technology teams, and their solutions partners, should use this report to understand the value they can expect from a digital wealth management platform provider and to select one based on size and functionality.

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Table of Contents

  • Boost CX And Add Revenue With Digital Wealth Management Platforms
  • Select Vendors Based On Size And Functionality
  • Align Individual Vendor Solutions To Your Organization's Needs
  • Recommendations

  • Pick Providers That Deliver On Customer And Business Priorities
  • Supplemental Material
  • Related Research Documents

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