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Digital Wealth Management

Wealth Owners Of The Future: Who They Will Be And How To Win Them As Clients

According to current statistics, your wealthiest clients are likely to have a rather uniform personal profile. According to research from Wealth-X, the global population of ultra-high net-worth individuals (UHNWIs) is 89% male, with an average age of 65. In the near future, however, the population of wealth owners will include more women, Great Wealth Transfer recipients, and affluent earners having just crossed the high net worth threshold. This article outlines what you should know to best position yourself to serve tomorrow’s digital-native investors.
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Leveraging Tech To Transform Client Concerns Into Client Satisfaction

As a wealth manager, do your clients take your advice entirely at face value? If not, they probably have good reasons. After all, they most likely became wealthy by thinking analytically. You should not expect them to stop that analysis just because you are providing the answers. Fortunately, their difficult questions can hold immense value for both you and them. A sophisticated digital wealth platform can help you extract and unlock that value.
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Addressing Family Offices’ Top Three Investment Monitoring Challenges

In today’s increasingly digitalised financial landscape, all forward-thinking wealth professionals face a shared set of challenges in consolidating, analysing, and visualising data as they monitor investments. For family officers in particular, these challenges involve three specific challenges. Here we suggest how you can successfully address them.
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Taking Control of Wealth

Sophisticated wealth management technology is enabling HNWIs & UHNWIs to enjoy financial freedom to take charge of their investments and assets.
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Modern Tools In Wealth Management

Managing wealth becomes increasingly complex. Besides a growing variety of investment opportunities, clients more and more pursue to choose best-in-class solutions leading to an increasing number of stakeholders. For service providers like wealth managers and family offices, reducing complexity for their clients is key to differentiate themselves and strengthen their client relationships.
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Altoo

The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

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