Multi-Family Offices and Financial Advisors dealing with HNW families and individuals need to remain relevant to their members and clients. They face increasing challenges attracting assets and differentiating their offering from competitors. Greater digital engagement is demanded by younger clients and following the intergenerational transfer of wealth. Clients are increasingly cost aware and unwilling to pay for ordinary products.
- Offers clients an engaging, customizable digital investment platform with content not available from other providers
- Allows for clients to manage their own wealth or can be used as a tool for the advisor – or any variation along this spectrum
- Provides access to a range of products with varying fee structures, such as actively managed funds or ETF/share portfolios
- Can hold customizable pre-constructed models and thematic portfolios