The last weeks have been an unprecedented situation for the wealth management industry: A combination of nervous financial markets and operational challenges of shifting daily business to ‘remote working’ mode.
It suddenly appeared to be an absolute necessity in this context, forcing us to rethink human interactions and communication tools and also optimizing resources and costs in order to preserve the viability of business models in the industry.
Altoo was invited by Sphere for a webinar providing some best practice insights and learnings from the last weeks, together with Assetmax, a leading Swiss portfolio management system for EAM and family offices, and Performance Watcher, the comparison platform for evaluating managed portfolios performance.
