Breaking Up: A Critically Important Piece of the Client Experience Puzzle

In wealth management, breaking apart traditional technology offerings to rebuild them in a modular format aligns closely with client’s needs and goals. More specifically, data aggregation takes this modular approach to the next level. Think of this as pieces of a puzzle that can be moved and manipulated in a manner best suited to individual investor preferences, forming a complete picture of their unique wants, needs and requirements, and arranged in a “shape” that is immediately intuitive.

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