Wealth Management Practice

The Wealth Management practice works with portfolio managers, private bankers, client advisors, global investment specialists, and traders who manage funds for high-net-worth individuals. The team covers issues such as:

  • Wealth management

  • Broker workstations

  • Account opening technologies

  • Channel strategies

  • Customer relationship management

  • Active trader market

  • Mutual funds

  • Business intelligence technologies

  • Document management

  • Clearing and settlement

  • Reporting and analysis

  • Cash management in brokerage