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Modernizing a Core Wealth Management Platform -
Case Study

Solution Selection and Implementation for a Wealth Management Company

Situation

The Client needed to replace a restrictive platform with a new solution that would continue to be supported and enhanced in alignment with industry trends, technology trends, compliance revisions, self-service capabilities – both for the advisor and the investor – and offer workflow capabilities for productivity, data analytics, and API’s to link to leverage third party applications.

Solution

We canvassed the market for potential solutions to match the Client’s business requirements leading to solution selection. We worked with the cloud vendor to configure, customize, and integrate the new cloud platform with third party software.

Our team completed data conversion and implementation, training, and change management to roll out the new platform to the Client’s Financial Advisors (RIA).

View the full case study to get the whole story including results, detailed solution process, and how we helped our client achieve  success.

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