Wealth management stories
LGT Wealth and Asset Vantage launch a digital family office
Wed, 28th Jun 2023
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it automation
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it infrastructure
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digital transformation
The full-stack digital family office is a unique offering that delivers detailed investment analytics based on integrated accounting data.
NZ wealth managers rely on intuition for client risk suitability
Tue, 2nd May 2023
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fintech
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risk
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wealth management
There is still strong support for better systems to help them improve the service to clients and better assess risk suitability.