Wealth-Management software commercial sample
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Description
Vocal Characteristics
Language
EnglishVoice Age
Middle Aged (35-54)Accents
North American (General)Transcript
Note: Transcripts are generated using speech recognition software and may contain errors.
Until recently, holistic wealth management technology choices were limited. Tech options were reliant on clearing firm technology or building a complex platform that was time consuming to plan, develop and implement wealth management platforms should only offer what you need, scale easily and eliminate complexity. Now you can choose from three offerings that meet immediate needs and grow with your business Advisor. 3 60 Essentials is a custodian agnostic Advisor portal, offering only the tools needed to manage household wealth, including portfolio management, financial planning and consolidated reporting.