eNewsletter Autumn 2016
It is without a doubt that the Wealth Management domain has progressed in every sense over the past years to engulf new technologies in order to accelerate sales objectives and comply with the regulation.
More than four years back, when Profile Software introduced the first natively developed app for the wealth management industry, there were some reservations in the market as to the security of information to be shared. Those concerns have since been overcome with the application’s security standards, even in demanding environments such as the Swiss market. The industry has embraced the flexibility available through the utilisation of mobile tools. These provide easy access to clients’ portfolios while also offering the facility for clients to view their portfolios via any device.