Wealth Tracker was initially developed for an advisor at a global financial firm, to help improve the speed, accuracy, and efficiency of in-bound client wealth transfers. Wealth Tracker invigorates your administrative process moving the inbound transfer process along in timely fashion. The global HNWI population expanded by 7.8 (1.7 million new HNWIs), and wealth swelled by 8 (USD6.4 trillion) in 2021. The world has never been wealthierwith large variations across countries and households. The tools below (some of them joint projects with other. Information is literally at your finger tips eliminating time-inefficient cross referencing. ITC provides a wealth of information and resources on trade for businesses in developing countries. It permits your assistant to keep a log of all correspondence with the relinquishing institution. Wealth Tracker eliminates this hassle by providing an overview of all inbound transfers in a single view. Why not deploy software specifically designed to address this problem? Wealth Tracker was designed to eliminate the burdensome task of monitoring inbound wealth transfers from relinquishing institutions.Īs any active wealth advisor/assistant knows, one can easily lose status of multiple transfers after 1-2 weeks have lapsed.Ĭlient Name transfers can demand more time.
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