Wealth Management

Banks and advisory firms are in a challenging predicament facing increased regulations, heightened cost pressures, reduced margins and escalating customer expectations. At the same time, providing a personalized, multi-channel experience for advisors or active investors is a strategic mandate. To help firms like yours meet both strategic objectives and the increased regulatory and capital pressures they're facing, we developed a portfolio-based solution for advisors. Market-Q is a fully-hosted web and mobile solution, and is available as a private-label offering.

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