Use Case – are a financial advisor or independent broker dealer and you want a w

Use Case – are a financial advisor or independent broker dealer and you want a website that can be built to allow clients access to their investment accounts and trading
Examples Below:
https://www.refinitiv.com/en/wealth-management-solutions/digital-wealth-management/digital-investor
https://www.thewealthmosaic.com/vendors/nucoro/
https://www.pershing.com/netx360/investor-experience
Attached is a template to add to your work. Cost analysis MUST be included. 

Post navigation

Leave a Reply

Your email address will not be published. Required fields are marked *