-
Industries
- Banking
- Capital Markets
- Communications, Media & Technology
- Consumer Goods
- Education
- Healthcare
- Information Services
- Insurance
- Life Sciences
- Manufacturing
- Oil & Gas
- Retail
- Transportation & Logistics
- Travel & Hospitality
- Utilities
-
-
COGNIZANT CONSULTING
Helping organizations engage people and uncover insight from data to shape the products, services and experiences they offer
Learn More
-
Services
- Artificial Intelligence
- Digital Engineering
- Digital Strategy
- Interactive
- Internet of Things
- Enterprise Services
- Industry & Platform Solutions
- Intelligent Process Automation
- Application Services
- Cloud Enablement
- Cognizant Infrastructure Services
- Cognizant Security
- Core Modernization
- Enterprise Application Services
- Quality Engineering & Assurance
-
COGNIZANT CONSULTING
Helping organizations engage people and uncover insight from data to shape the products, services and experiences they offer
Learn More
-
Latest Thinking
-
Our Media & Publications
- All Latest Thinking
- Browse Case Studies
- Cognizant Podcasts
- Cognizanti Journal
- Digitally Cognizant Blog
- Infographics
- Perspectives
-
Key Themes
- AI Primary Research
- Blockchain Primary Research
- Blockchain Solutions
- Code Halos
- Digital Maturity Research
- When Machines Do Everything
- World Economic Forum—Davos
-
Center for the Future of Work
- 21 More Jobs of the Future
- Digital Workforce of the Future
- Explore the Future of Work
- Jobs of the Future Index
- Our Post-COVID Future
- The Work Ahead
-
-
- About
Please visit the COVID-19 response page for resources and advice on managing through the crisis today and beyond.
Digital Wealth Management Platform
What is a digital wealth management platform?
Digital wealth management platforms provide financial firms with the latest integrated tools and data driven analytics needed to empower their advisors to provide smart solutions. They enable advisors to better understand clients’ needs and recommend suitable portfolio allocations.
What are the business benefits of a digital wealth management platform?
Digital wealth management platforms enable firms to:
- Maintain complete ownership of client relationships. New platforms eliminate the need to outsource digital advice to third-party automated providers.
- Deliver consistent advice across channels. With client advice powered by each firm’s unique methodology, investment strategies, capital market assumptions and preferred investment products can ensure consistency of advice across all channels.
- Manage multiple, complex investment programs from one solution. Digital wealth management platforms can fully automate the creation and management of desired investment strategies.
- Streamline operations. From real-time paperless onboarding and automated portfolio management to streamlined workflows and branded client communications, a digital platform brings complete automation of key touchpoints and operational tasks.
Digital Wealth Management Platform Featured Content
Back to
Glossary