Projects Board

The Projects Board is where wealth managers of all forms are able to post individual project needs and where solution providers can search and respond to relevant project opportunities.

The Projects Board will categorise individual projects in the same way as we categorise solutions, solution providers and knowledge resources, by Marketplace and Business Need. However, the Projects Board will also allow for broader categorisation to allow wealth managers to fully define their needs and drive relevant solution provider engagement. capture. For a wealth manager, a post on the Projects Board is a quick and cost-efficient mechanism to reach and engage a community of relevant solution providers.

Furthermore, the Projects Board service will provide wealth managers a range of options in terms of the content, outreach, filtering and support they can access through each project post.

We are actively engaging with wealth managers now in order to develop and launch The Projects Based as a service on this site. Stay tuned. If you have any questions about this service, or are a wealth manager with an interest In posting a Project on the site, please get in touch. We would be happy to tell you more.


Coming Soon