Solution introduction

A specialist consultancy that focuses on the operational issues within adviser businesses, including technology, services & compliance

Services include:

  • External validation of new service
  • Assistance with RFI processes
  • Proposition assessment service
  • Strategic consulting
  • Vendor selection (including client management systems, B2C services, platforms and provider partners)

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.