Solution introduction

Market Information and Insights Wealth Management Platform for RMs and IAs

RMApp is the ultimate tool for Relationship Managers (RMs) and Investment Advisors (IAs) to enhance productivity and deliver superior client service

RMApp integrates market data, production information, and CIO views, providing access to essential insights and market information for client proposals. Analyze RM behaviors and trends to align resources effectively and enhance productivity.

 

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