IT has become a core part of the activities of a financial adviser. The software now exists to allow valuations, transactions and analysis of portfolios to take place in real time and across multiple platforms
Time is money and knowledge is king. Wealth management today has become a highly complex business and whether wealth is being managed wholly within an organisation or wholly outside, or in some combination thereof, the decision maker can only act on what information there is available. In many cases the wealth management intermediary (WMI) is charged with managing wealth that is sub-managed, or minimally held in custody with several different financial organisations, and the task of consolidation and unification becomes even more difficult. While we all appreciate that high net worth inv...
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