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Matrix Wealth Management

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www.fivedegrees.com

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Solution introduction

Complex matters, simple solutions

How do you deliver high-class services to customers when tougher regulations makes it harder every year?

Matrix is a digital banking platform for transforming existing banks and building new banks for the future.

The wealth management space is one of the most complex and competitive areas in financial services. The need to provide clients with tax advice, investment advice, wealth protection and succession planning advice, all within ever tighter regulatory frameworks. As with all other areas of finance, new entrants are shaking up the sector, helping to raise customer expectations. Matrix is a next-generation, low cost and flexible solution that allows entrants and incumbents to meet and surpass those expectations.

 

 

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