The pandemic has sparked growth in collaboration tools, but for financial services firms, an enterprise-focused wealth management platform is an equally important part of solving the collaboration puzzle.

 

In this OpEd, Andrew Aziz discusses why an enterprise-focused wealth management platform has to be end-to-end, tailored to the specific tasks of each professional on staff, whether it’s a chief executive, compliance officer or adviser.

 

Read HERE the full article in InvestmentNews