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Tools that track client investments are readily available and cost-efficient. But many don’t offer enough to wealth advisors who are looking to ramp up their digital game.
It used to be that accuracy was the only objective of a decent data aggregation and reporting tool. That’s about to change. “Clients will look to advisors as financial life coaches,”
Holistic plans work better in combination with the kind of client-centric financial hub that can be developed from higher-quality data aggregation and reporting solutions. The services and programs that power these solutions can often vary widely in quality and accuracy. Discerning wealth advisors can improve the odds of bringing a better user interface to each customer’s experience by gauging their data aggregation and reporting tool against six critical metrics:
Beyond
Better data aggregation and financial reporting
Who wouldn’t want to become their client’s primary financial hub if given half a chance? By using a solution that checks the boxes on these 6 critical metrics, and delivering the cleaner data and actionable reports the way clients want, you too can become your client’s financial gatekeeper.