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Check6 Wealth Blog

Advising Clients on their assets in the digital era

Posted by Sebastian Verkuilen on May 21, 2019 12:25:00 PM

It is no secret that digitalisation is causing changes in the needs of HNW clients and their requirements of advising firms.

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Topics: Online Wealth View, interactive wealth management tools, banking platforms, Open banking, Platform Technology, Changing consumer expectations

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