Client Onboarding and KYC
– Digital KYC solutions seamlessly collect, verify client data for accounts and portfolios.

Investment Platforms
– Online brokerages provide trading, investing in stocks, ETFs, funds, bonds, etc.
– Robo-advisors construct customized portfolios using algorithmic strategies.

Financial Planning
– Tools perform cash flow analysis, retirement planning, tax and estate preparation.
– Performance reporting gauges portfolio against customizable benchmarks.

Relationship Management
– CRM platforms maintain centralized client profiles and interaction histories.
– Lead management automates prospect nurturing and conversions.

Risk Profiling and Rebalancing
– Risk profiling questionnaires determine investor risk tolerance.
– Algorithmic tools automatically rebalance portfolios over time.

Portfolio Analytics
– Advanced dashboards provide visualized reporting on holdings, returns, risks.
– “What-if” scenario modeling weighs alternative strategies.

Billing and Invoicing
– Automated billing handles fee calculation and payment collection.
– Expense management tracks costs for clear transparency.

Compliance
– Software oversees AML, KYC, document retention requirements.
– Cybersecurity greatly reduces vulnerabilities and threats.

Client Engagement
– Mobile apps and portals enable 24/7 access to accounts, documents.
– Communication tools foster personalized, valuable adviser connections.

This empowers wealth managers and optimizes client servicing in the digital era.