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Wealth From Within: Microsoft Empowers Next-Generation Financial Advisors With Advisor Platform Offering | |
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| Time: 22:05 EST/03:05 GMT | News Source: Microsoft Press Release | Posted By: Jonathan Tigner | ||
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Separate silos of customer information. Disparate databases. Complex investment products scattered across several systems. Financial advisors facing these issues finally have an industry-tested solution. Microsoft Corp. today announced the Microsoft Advisor Platform, a Web services framework designed to help advisors take a centralized view of both customers and investment products and services. The platform not only improves financial advisors ability to provide customer service, it also leverages firms existing IT infrastructures to find the wealth within. Financial firms face many challenges in developing a wealth management platform, said Alois Pirker, securities and investment analyst with Celent LLC. Among the top challenges faced are making sure that the platform integrates with existing in-house systems and getting advisors to use the tools. | ||
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