Wealth Management Client Reporting
Client acquisition and long term relationship growth are critical in the Wealth Management sector. The world’s leading Wealth Managers have turned to Actuate to add value to their client relationships with sophisticated and dynamic rich customer self-service applications.
In a Web 2.0 world, internet savvy clients – from the Mass Affluent to the High Net Worth -- expect a Rich-Internet interface by default. With client demographics trending younger and investment products continuing to grow in complexity, wealth management professionals expect this trend to continue and even intensify. |
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Rich Internet Application Enhanced Interfaces for Wealth Management Client ReportingActuate solutions enable maximum flexibility for delivery of tailor-made customer self-service products, which is critical for competitive differentiation and client retention. Wealth Managers can take advantage of technology to streamline client communications while they focus on portfolio and account management -- rather than on report generation and other non-revenue generating tasks.Rich Internet functionality creates new competitive advantages and loyalty opportunities for wealth management organizations. Actuate solutions take the infrastructure to its full evolution, enabling “high touch” client delivery with fewer resources than ever before.
Actuate Online Channel ExpertiseActuate Online Channel Solutions Deliver a rich Internet experience for advanced account data, information analysis and information management functionality as a core component of the online channel.For firms looking to captivate customers, drive loyalty and improve growth opportunities, Actuate delivers the next generation online customer experience. RIA-Ready Information PlatformThe Actuate RIA-ready Information Platform delivers unmatched scalability, high-performance, reliability and security. Its proven RIA capabilities include rich AJAX-based dynamic presentation and information management, along with flexible and open development tools for easily creating composite applications that leverage personalized and managed user account data.Recent / Selected Wealth Management Customers
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Want to learn more?To get more information about Online Channel Solutions or to answer any of your questions, please contact an Actuate expert at 1-800-914-2259 (US & Canada) or contact us by email. You can also contact one of our offices worldwide. |
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