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Wealth Management Sales and Advisory Solution

Capturing clients’ financial planning picture

One of the best ways to connect more closely with clients is by becoming their most trusted financial advisor. Managing wealth well gives your firm a competitive advantage — and builds deeper relationships that encourage customers to turn to you for their other financial needs, as well.

Wealth management is a growing revenue source that includes personal financial planning, investment portfolio management and other consultation-based financial services. But disparate sales channels, limited new-client acquisition and limited advisor engagement may have your organization struggling to provide this service to clients.

Our partnered Wealth Management Advisory Solution helps you focus on your clients, creating efficiencies by combining Dell devices and Finantix services with industry-leading methodologies. Our integrated platform for advisors offers a high level of customer interactivity and multichannel delivery to serve different segments. Unlike competing products, our solution has enterprise-wide scope and is focused on the front end — where you win with clients.

Contact a Dell financial markets expert to learn more about exceeding your clients’ advisory expectations.
Talk to Dell about banking and securities solutions