Selon Aite, "Independent wealth managers (IWMs) strive for closeness with their clients and have historically operated with a lightweight and simplistic technological footprint. Evolving regulations, client expectations, and competitive environments, however, have pushed IWMs to recognize the need for dedicated technology solutions. But where can IWMs look to find a bread-and-butter technology component that can meet their new needs without diminishing their advantages?"
Profile Software fait parti de ce rapport étant parmi les 10 systèmes de gestion de portefeuille en Europe et en Asie. Pour pouvoir consulter le rapport complet, vous aurez besoin d'un abonnement au Aite Group.