Glossary

Digital Wealth Management Solutions

A
Agile Development AIOps Analytics Platform API Integration API Management Application Modernization Artificial Intelligence Augmented Reality
B
Banking as a Platform Banking as a Service Big Data Business Analytics
C
Claims Automation Solutions Claims Management Solutions Clinical Research Solutions Clinical Software Solutions Cloud Advisory Services Cloud Deployment Cloud Infrastructure Cloud Migration Cloud Native Development Cloud Security Cloud Strategy Cloud-native Security Core Banking Solution Customer Experience Customer Experience Journey Customer Experience Strategy Customer Intelligence CX Strategy Cyber Resilience Cybersecurity
D
Data Analytics Data Center Modernization Data Cloud Data Integration Data Lake Data Security Data Transformation Denial Management Systems DevSecOps Digital Banking Solutions Digital Commerce Digital Corporate Banking Digital Engineering Digital Experience Platform (DXP) Digital Front Door Digital Health Platform Digital Insurance Solutions Digital Lab Digital Loan Origination Digital Mosaic Digital Payment Services Digital Platform Digital Transformation Digital Wealth Management Solutions
E
Edge Computing Enterprise Integration Enterprise Security Experience Transformation
G
Generative AI
H
Healthcare Payer Healthcare Technology Hyperautomation
I
Identity Access Management Intelligent Automation
L
Legacy Application Modernization Life Sciences Technology Solutions
M
Machine Learning Medical Device Technology Solutions Microservices Mobile Edge Cloud Monetizing 5G
N
Network API Network Assurance Network Performance Network Transformation No-code/ Low code Application Development
P
Process Mining and Process Excellence Product Engineering Product Sustenance Public Cloud
R
Ransomware Retail Banking Solutions
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Software Application Development Software Development Software Engineering Software Modernization Software Product Development Software Product Modernization

What is Digital Wealth Management Solutions?

Digital wealth management solutions are online software applications that assist individuals with managing their finances and investments. These solutions use algorithms and artificial intelligence to provide customized investment strategies based on individual risk tolerance, financial goals, and investment horizon. They can help with asset allocation, investment selection, and risk management and may offer features such as tax optimization and automatic rebalancing.

What are the business benefits of Digital Wealth Management Solutions?

  • Digital wealth management solutions enable financial organizations to maintain unmatched client relationships as outsourcing digital advice to third-party automated providers is ruled out with the new platforms.

  • Digital wealth management solutions offer self-service and automation to help make the customer experience seamless and ensure ease of day-to-day transactions.

  • Wealth managers can scan client portfolios and suggest changes to meet specific goals by leveraging machine learning.

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