Wealth Management Advisory Solution

Capturing clients’ financial planning picture

There are few ways to connect more closely with clients than by becoming their most trusted financial advisor. Managing wealth well gives your firm a competitive advantage — and builds stronger customer relationships. 

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

Our partnered Wealth Management Advisory Solution drives efficiencies that help you focus on the client. Our integrated platform for advisors offers multichannel delivery to serve different segments and a high level of customer interactivity. Unlike competing products, our solution has enterprise-wide scope and is focused on the front end — where you win with clients.
Contact us to meet and raise clients’ advisory expectations.
Talk to Dell about banking and securities solutions
Related Technologies
Dell SecureWorks
Dell Cloud Solutions
  1. Inspiron duo

    Dell tablets

    Enable your wealth management advisors to provide the in-person relationships that clients demand. With tablet PCs, retain and acquire customers through the convenience of mobile prospecting, sales support, status reviews and more.

  1. Corea Avisory

    Core advisory engine and tablet applications

    Extend rich and collaborative financial planning delivery to multiple channels. Keep your existing back-end system while providing the mobility that advisors need for face-to-face client consulting.

  1. Configuration

    Implementation and Integration

    Maximize your investment by allowing our experienced consultants to help you configure your implementation of our software-based wealth management front-end sales and advisory solution.

  2. Mobile Device

    Mobile Strategy Consulting

    Consult with Dell specialists to support any place/any time productivity. Dell mobility device strategy brings consumer tablets into your workplace.

  3. Desktop Virtualization Services

    Desktop Virtualization Services

    Use Dell VDI technology to direct thin client digital identities from a secure, central data center without sacrificing workforce flexibility.

  1. Click here to read PDF

    Customer-centric advisory solutions for wealth management


    Deliver personalized advisory services to customers with the Dell wealth management solution. Discover how the solution can help optimize your business processes, minimize cost and deliver the right level of service and consistent user experience.

  1. Finantix


    Discover why Dell teamed up with Finantix, a top wealth management advisory solution provider. Finantix provides the core advisory engine and tablet applications in our sales and advisory solution.