Ct Force For Wealth Management
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Transcript of Ct Force For Wealth Management
CT Force for Wealth Management
Solution Overview
Financial Services are standardizing on CT Force
Wealth Management Industry is Exploding
Technological Gap
Until Today…
Introducing the Next Generation Desktop for Wealth Management
New Desktop for Wealth Managers
Client Information
Client Relationship Information
Know Your Client (Compliance)
Less Scrolling
Integrated Email
Compliance (Detailed)
Easy Reporting
Client Management Report
Financial Accounts
Fully Customizable Interface
Main Features
• Client Acquisition and Management• Financial Accounts, Holdings, and Interests• Relationship Groups for Housholding• Advisor Team Collaboration• “Know Your Client” Information Capture and
Workflow (Compliance)• Easy, Flexible Reporting
Benefits
• Award-winning ease-of-use that drives end-user adoption and compliance
• 100 percent on demand: no hardware or software to install or maintain
• Point-and-click customization to meet the needs of individual advisors
• Industry-leading features to manage client data and team activities
• Security, Performance, and Compliance to Meet Your Stringent Requirements
CT FORCE FOR WEALTH MANAGEMENT
Finally Giving Advisors What They Want…