Client lifecycle excellence


In this 5th and final component of Dominic Greenwood's interview with Wealth Mosaic, Dominic explains why Expersoft, in addition to continually evolving PM1's portfolio management features, has also devoted significant effort to evolving the software's client lifecycle management offering. Navigating the many international regulatory regimes while carefully curating client relationships, the demand for excellence when managing the client lifecycle has become a priority concern for wealth managers, family offices, and banks.




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