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White Paper
- Next-Generation Wealth Management - Exceeding expectations through responsive, dynamic client reporting
- by IBM UK
Published:December 2007- Format: Portable Document Format (.pdf)
- Length: 8 pages
Overview
Client expectations of their wealth managers have changed significantly over the past decade. The increased sophistication of this new generation of clients is evident in the types of products sought, the level of risk tolerance, and the way that clients expect to view, monitor and manage the performance of these products.
It is here that wealth managers face one of their biggest challenges. What do they do when clients expect on-demand, real-time, single-view reporting on such a diverse range of assets and allocations - which their systems are not used to dealing with?
This white paper, jointly authored by wealth management experts from Actuate and IBM and gives valuable and timely insight into how the wealth management industry is adapting its products and services suites to accommodate a new generation of wealth creators.
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