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TopProvider LB - Wall Street & Technology Online B
Client Reporting / Sales Presentations

Unified Managed Households: Wealth Management Technologies Turn the Promise of UMH into Reality

Available from Albridge Solutions

Unified Managed Households: Wealth Management Technologies Turn the Promise of UMH into Reality

Content Summary

Enterprise wealth reporting technologies are turning the concept of a Unified Managed Household into reality, enabling financial advisors to transform into true wealth managers by providing access to a holistic view of their clients’ assets. This capability enables them to proactively manage their portfolios and generate a suite of valuable client reports with personalized rates of return. This paper studies the benefits wealth reporting technology provides and includes a 12-month ROI analysis of assets under management growth.

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