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However, bespoke investment recommendations, based on risk profiling, life goals and preferences, remain a high-value requirement. In addition providing sophisticated and personalised omnichannel digital services throughout the customer lifecycle has become crucial to meeting their convenience and time-saving expectations. Automated and streamlined processes give private bankers and wealth managers the flexibility to tailor their services to their customers’ needs. Envestnet has also launched marketplaces to connect insurance and lending providers with advisors and collect fees on transactions.

AQUMON has helped more than 70 financial institutions digitise their wealth management practices. Robo advisory By combining quantitative investment algorithms with scalable softwares, … Read more