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Tag: wealth platform

  • A Roadmap to Digitize your Wealth Management Practice

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    Traditional Wealth Management firms can vastly benefit from partnering with new Fintech kids on the block to digitize their offerings. A well-implemented partnership can bring with it a host of benefits including uplift in the bottom line, saved time, saved costs and an increase in customer penetration.As the wealth management landscape is undergoing a sea change, with…