A wealth management firm provide financial planning designed to suit clients’ individual long-term requirements. They provide access to a wide range of products and services that can be tailored specifically to clients’ needs, making it easier and simpler for them to manage their wealth. They offer advice ranging from retirement and estate planning, through to investment management.
They needed a system that would allow them to organise client review meetings, letters of acceptance and process wealth management projects for their clients.
How SwiftCase Helped
Results, Return on Investment and Future Plans