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New digital systems support orderly approach to wealth


It’s all about keeping everything in order in the wealth world this week. Our interviews in this week’s newsletter detail ever more sophisticated methods of keeping client information, from the initial ‘know your client’ requirements through to the back-office function. 

This month sees the sixth outing for Wealth Adviser’s awards and six years ago we were commenting on consolidation and realignment in the wealth industry in an effort to manage spiralling costs which are eating away at margins. 

Nothing changes but maybe the increased digitalisation of the wealth industry and its associated administrative underpinnings offers something of a solution, and this week sees interviews with two firms set upon lightening the load.

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Read this week’s Wealth Adviser Newsletter here.

Beverly Chandler
Managing Editor, Wealth Adviser

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