Wealth Management All-in-One Advisor Desktop Platforms Reviews and Ratings

What are Wealth Management All-in-One Advisor Desktop Platforms?

An all-in-one advisor desktop platform is a set of component capabilities, seamlessly integrated to address the advisor front-office workflows. These include multichannel communications capabilities, such as mobile devices and hybrid digital/human engagement tools, as well as the core set of capabilities necessary to support the advisor workflows and robust data...

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Founded in 1976, CGI provides strategic IT and business consulting services to companies and government organizations around the world. The company's 91,500 employees work across 21 industry sectors in 400 locations. CGI's mission of providing...
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FIS is an enterprise deeply involved in the commerce and financial transactions that fuel the global economy. With a keen focus on supporting businesses and communities flourish, FIS continuously innovates in how the world manages...
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Salesforce is a company that integrates artificial intelligence with customer relationship management and data to create solutions for customer-related concerns. Salesforce's primary business problem is to enhance the interaction between businesses and their customers by...
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TCS, part of the Tata group, focuses on shaping the future through innovation, technology and the utilization of collective knowledge. It is a multinational organization based in India, with consultants placed in various countries around...
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Temenos aims to create a universal banking platform that provides opportunities for all. Banking is the main focus and the company develops solutions for various entities including large and small banks, non-banking financial institutions, and...
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Intellect Design Arena Ltd. has a cloud-native, API-led microservices-based multi-product platform for Global leaders in Banking, Insurance, and Capital Markets. It offers a full spectrum of banking and insurance technology products through its four lines...
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Features of Wealth Management All-in-One Advisor Desktop Platforms

Optional Features:

  • Support third-party or external partners’ applications to deliver additional capabilities through an API-driven integration layer

  • Advisor workflows and robust data management capabilities (CRM; Client Onboarding & communication reporting; Risk & Compliance)

  • Multichannel Communications, such as mobile devices and hybrid digital/human engagement tools