Profile Software in partnership with ComPeer conducted a range of face to face interviews to well established UK based Wealth Management firms to elaborate on the key executives' concerns in terms of technology as the mean to achieve business objectives and with topics relevant to
- Business Strategy
- Technology tools for clients
- Outsourcing requirements
- Communication between Portfolio Managers and their clients
- And future business expectations.
You can request the full results of this survey by emailing marketing@profilesw.com, alternatively please enter your details below to download a summary of the report.
