Wealth Management 2019-08-28T22:14:42+00:00

Wealth Management solutions: Avoid losing clients to better service or robo-advisors

Even though you’re keeping your clients loyal – and attracting new ones – by demonstrating value, putting their money to work faster with efficient onboarding, and enhancing the overall client experience, there is an ever-growing field of competition. It’s not only from other “traditional” wealth managers, either. You’re also facing technology in the form of robo-advisors.

The key to staying ahead of the game

Now you can empower your advisors to provide a superior client experience with AKA’s cloud-based solutions for Wealth Management. Built on a foundation of Microsoft Azure and Dynamics 365 (formerly AX and CRM), AKA’s DynamicsAdvantage for Wealth Management helps you provide a level of service and insight that a computer cannot. You can increase efficiency, gain better visibility into your organization, and assist your continuous efforts to build trust and loyalty:

  • Proactively manage your book of business with visibility into accounts and holdings from both external and internal systems (including intermediaries and transfer agents) in a single, convenient location
  • Speed the onboarding process by tracking the progress/status of work items and providing a positive digital client experience through mobile access and portals
  • Know each client with a 360-degree view of households, contacts, accounts, and who knows who
  • Prospect more efficiently, knowing who to call and when
  • Stay in compliance with ever-changing regulatory requirements
  • Reduce errors and lower overhead
  • Use comprehensive analytics and reporting to capitalize on new opportunities

Ready to pave the way to innovation?

Whatever you’re ready for, we have the people, experience and solutions to make it happen.

Transform my business now


Tom Berger VP Financial Services AKA Enterprise Solutions
On-Demand Webcast: How a Wealth Management Firm Increased AUM and Grew Internationally
This webcast recording covers how a mega RIA fueled global growth and increased AUM from $63B to $77B with a platform that enabled rapid expansion into Asia-Pacific and the EU.
Watch the Recording

Case Study

How Leading Wealth Management Firm Manages Complex Processes

Read More