The Money Chase
WATERS SPECIAL REPORT
In the old days, wealth management consisted of a professional having a discussion about portfolio ideas with a wealthy client over lunch. Thanks to the Internet and a faster economy, a long lunch could be enough time to see the family fortune cut in half.
Enter wealth management applications.
Wealth managers and portfolio professionals need wealth management and client relationship management (CRM) tools to serve their demanding and tech-savvy clientele. This sector has grown in popularity as
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