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Next-generation investors seek private pursuits

Next-generation investors seek private pursuits

The wealth management market has shifted from broker-dealers toward registered investment advisors and online brokerage firms, indicating that clients are looking for lower-cost services online as well as a more personable one.

EXANTE a leading online broker found that next-generation client’s young, affluent investors are less satisfied with their financial advisors relative to baby boomer clients, which may also be driving change in improving client experiences. Clients are now seeking a mix of services and the ability to access and interact with their portfolios and financial plans online and on their own.

This means that traditional wealth management firms need to catch up and compete with the online broker and should look to proven client service best practices. In particular, high-performing practices which are likely to contact clients proactively, based on market or client events, and are more likely to conduct a portfolio or financial review when clients want.

EXANTE’s trading platform was potentially a game-changer for the industry. At the heart of EXANTE’s trading technology is a state-of-art tool for manual and automated trading.  EXANTE developed its ATP from scratch and took into consideration what investors and clients wanted in this changing field, guaranteeing clients fast, stable and reliable performance, providing fast data feeds, fast data executions, and 24/7 tech support.

As the wealth management service is increasingly delivered across multiple channels, firms need to provide a client experience that is consistent however clients choose to access their wealth information and advice. Achieving this consistency requires building common processes that can adapt to the unique needs of each channel, device, and client segment. To adapt to clients' changing needs.

Establishing a common client-segmentation framework and common processes to guide cross-channel service delivery can help firms deliver a more consistent and personalized service, providing clients with the multichannel experience they have come to expect from service industries.

Next-generation investors seek private pursuits
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EXANTE Mobile Platform for Android allows its clients to have their account right at their fingertips whether they are at home or on the go. By providing direct electronic access to stocks, options, forex, futures, bonds, and funds on multiple markets from one single account the client can always be “hands on”

During the first quarter of 2014, investors continued to move increasing amounts of money into hedge funds, sending industrywide assets under management to a record. Assets Climbed to $2.7 Trillion in First Quarter.

Firms likes EXANTE a next generation brokerage company have spotted a niche in the market to offer HNWI premium and unique products while also giving an attentive and personal service.

Criada por profissionais para profissionais.
Escritório de representação mais próximo:  EXANTE LTD. (Filial em Londres)
1 Fore Street,
London,
EC2Y 9DT,
England, +44 20 3670 9945