GLOBAL ECOSYSTEM
Safely and efficiently connect your client needs to the best product & service solution providers globally. The range of capabilities required to deliver holistic advice can be daunting. Continue to focus on your strengths and your clients. With our platform, WealthPlace, complement your internal expertise with a global network of third-party providers covering your clients’ full set of wealth needs.
TAX
PENSION
BANKING & INSURANCE
SERVICES
PLANNING & MONITORING
REAL ASSETS
HOLDINGS
BUSINESS
OWNERSHIP
SUCCESSION
PHILANTHROPY
INVESTMENTS
CONTENT
Save time for specialists, empower advisors, and create client engagement around holistic advice and wealth planning topics with top tier content. The knowledge base required to cover holistic advice is broad. So, what is the good news? All the content you need is already available. There is little value, but high cost, in reinventing the wheel.
Comfortably engage with a comprehensive and continuously updated content library for specialists, advisors, and clients, tailored to your needs. We help you source, structure and package best-in-class content across financial advice from our network of 4000+ experts and beyond. You can receive the content directly, through our integrated content library in WealthPlace or through our AI chatbot “Wealth Assistant”.
RISK MANAGEMENT
Use our risk solutions to help cover regulatory, fiduciary, liability, and operational risks. Managing risk across a broad offering and/or multiple jurisdictions is a challenge. We deliver independent due diligence of third-party providers, compliant system driven processes for referring business, reporting to support regulatory filings and operational controls, as well as cross-border frameworks that can be integrated into advisory workflows. Meet increasing regulatory expectations, including duty of care, mandatory disclosures, and suitability.