Platform Consolidation

Empower New Service Delivery Models  

Collapse Legacy Silos to Provide a Unified Experience ​

The largest banks and brokerages are moving forward with plans to collapse legacy investment advisory programs onto a single technology platform, to facilitate a better investor and advisor experience while also reducing redundancies and system maintenance. Collapsing multiple product lines and their technology underpinnings supports effective client segmentation and makes it easier to expand to new geographies, client segments, and products.

Vestmark Resources:

Vestmark / Celent White Paper:

"The Integrated Platform: How Digital Technology is Reshaping the Wealth Management Landscape."

Vestmark / Celent / Brinker Webinar:

"The Robo-Advice Solution: Creating a Fully Integrated Platform"

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