In today’s connected digital world, consumers have come to expect instant access to a wealth of information, whenever and wherever they require. For high net worth individuals, it’s no different. As valued clients, they want to stay informed and in control of their investments while continuing to receive quality bespoke service.
A digital concierge offering from a large asset management firm combines the best of both worlds. With an established reputation for delivering a premium ”white glove” service, the firm now amplifies that through an extensive digital presence. Developed in partnership with Sapient, its comprehensive private wealth management portal provides:
- Instant access to investment results, allocation and positioning, equity and currency
- An abundance of research, news, quotes and real-time market data via integration with the firm’s mutual fund knowledge center
- High levels of client engagement without limitations of business hours or locations