Why 24/7 Digital Access Is the New Standard for UHNW Clients
For 77% of ultra-high-net-worth individuals, 24/7 access through digital channels is a critical expectation when selecting a WM firm, reflecting the rising importance of always-available connectivity, according to Capgemini’s World Wealth Report 2024. Moreover, some UHNWIs want a hands-on, digital channel approach for DIY investing and to explore offerings and invest at their own pace. Ultimately, an omnichannel-based ecosystem, including digital platforms, is necessary; this dedicated platform must provide flexible data access anytime.
Having all the information from different data sources visible on one screen and analyzing it on the go is one of the greatest benefits of digitalization in asset and wealth management. With the Finmars Dashboard, NAV, P&L, customized graphs, transaction overviews, and other data are always up-to-date and accessible within seconds.
In the Finmars environment, the Dashboard serves as your main window into your assets and their analysis. Customization options allow you to tailor this view to suit your exact needs. Adjust graphs, categorize by currencies or asset types, set your own filters, and more.
The Dashboard is accessible via desktop, smartphone, or tablet, along with additional features such as advanced reporting and other tools.
The Finmars platform is designed with security at its core, offering granular yet simple access control, secure authentication, encryption, and compliance with industry standards to safeguard user data.
