Using Digital Wealth Management Dashboards to Combat the Current Crisis

Speed, accuracy and responsiveness are critically important to wealth management success in good markets and bad—doubly so during the current COVID-19 crisis. Innovative technology is key to keeping clients calm, cool and invested, as well as ensuring enterprise wealth management firms operate at peak efficiency to effectively manage portfolios when they are needed most. Consolidated dashboard and reporting capabilities have been available for some time, and as innovation has sharply increased functionality and design, they have proven to be particularly useful tools in periods of intense volatility that show little signs of slowing.

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