replacement of third party data feed provider
Client
MetLife Broker Dealers
Date
March 15, 2010 - April 30, 2011
Services
System Design, Databases Development, Business Intelligence, Reporting
Website
Implemented a project to migrate all broker dealer brokerage accounts to a new selected custodian as a new clearing and settlement partner.
What individuals say is often very different from what they do. It is the reason why recent innovation in wealth management technology is so critical to success. Analytics powered by more diverse sources of input are increasing firm efficiency and reducing costs. The analytics are able to collect behavioral and psychological data to feed industry software and inform advisors how to address the emotional aspects of money with their investors. Download this article to learn how behavioral analytics is changing the wealth management industry
