Technology Solutions
For Wealth Managers
At RGS Management, we see that
Wealth Management and High Net
Worth (HNW) management consists
of several business technology capabilities including the integration and
management of:
1)
Customer data and client information
2)
Portfolio and performance reports
3)
Customer relationships information
4)
Compliance
5)
And data presentation and user experiences
Rather than force-fit a wealth manager, large or small,
into a one-size fits all software solution, RGS Management provides a
customizable set of solutions and an architecture based on today’s industry
standards. This includes a technical processing and analytical engine, a search
engine, and a supplier of aggregated financial data which is custom tailored by
client. These primary components are then architected to present and deliver
client position and performance reports, as well holdings and transactions to
both the investment advisor and client. In addition, clients can look at their
holdings through a secure family hierarchy window.
With this in mind, clients and investment advisors can
order up views of their performance and risk in near real-time and engage in
deeper exploration of portfolio and asset information. Managers and marketing
directors who are behind the scenes of the investment advisor can look across
multiple investment advisors and clients to understand products acquired, and
customer behavior and profitability metrics. In summary, investment advisors can
now obtain the 360 degree view of their clients’ holdings across institutions,
while better understanding their behavior and likelihood to purchase a certain
financial product. At the same time, clients can visualize their holdings across
the spectrum of family members while allowing individual control by member.
For further information and a summary of today's challenges in Wealth Management and
Technology, please download the following
Wealth-Management-Whitepaper
For further information and a free consultation, contact info@rgsmanagement.com
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