The Universal Wealth Management Platform

The advisor technology industry is becoming more and more nuanced, with specialized solutions and purpose-built functionality that may not apply to all market segments. Advisors, IT, and operations managers now find themselves in a sea of applications trying to develop the optimal solution for their target clients. Until recently, they needed to meld together multiple systems in a complex and clunky integration exercise that took a long time to get to market and was difficult. The good news is that the technology for a universal wealth management platform is here today.

Our whitepaper, The Universal Wealth Management Platform: How One Operating Model Serves Multiple Wealth Segments, explores the universal wealth platform concept and illustrates how it can apply to different types of wealth firms - from broker-dealers to independent advisors to family offices.