Wealth Management
FEATURE
Wealth Management Gets a High-Tech Makeover
In the world of wealth management, a revolution is afoot. On the one hand, the so-called "mass affluent"—retail clients with a net value of roughly $500,000—want sophisticated personal investment management tools online. Meanwhile, the bonafide rich have their wealth spread across such diverse and complex holdings that they mimic an institution, complete with a range of requirements. An organization trying to service this wide spectrum of clients needs
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