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Using Wealth Platforms for Better Collaboration

Wealth Management Platforms as Collaboration Tools

December 14, 2021

The pandemic has sparked growth in collaboration tools, but for financial services firms, an enterprise-focused wealth management platform is an equally important part of solving the collaboration puzzle.

 

In this OpEd, Andrew Aziz discusses why an enterprise-focused wealth management platform has to be end-to-end, tailored to the specific tasks of each professional on staff, whether it’s a chief executive, compliance officer or adviser.

 

Read HERE the full article in InvestmentNews

 

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