WealthTech Consulting
Information Technology & Services - Toronto, Ontario, Canada
WealthTech Consulting Employees
WealthTech Consulting Details
WealthTech Consulting is a firm that has years of experience and industry depth, working with Wealth Management firms across North America, Europe, and Asia. Specializing in Technology and Business consulting, we can assist financial services institutions to build and enhance client-centricity, boost operational efficiency, and effectively address regulatory requirements.Offering Business & Technology Consulting services to all firms, ranging from niche boutique firms to large financial institutions. Specializing in Wealth Management and Capital Markets Technology. Front, Middle, and Back Office experience within Business, Operations, and Technology. Supporting strategy, regulatory, and enterprise initiatives from planning, solution, through to execution. Experience with various vendor system technologies as well as proprietary built applications. Regulatory Work: AML, CASL, CRM, FATCA, IIROC, MiFID, and QIInitiatives: Platform Harmonization, MDM, Workflow, Data and Security, Advisor Productivity Enhancement, Client Experience, Digital Transformation, and Operational Experience
WealthTech Consulting Technologies
Email Providers
Outlook
Widgets
Google translate API
Advertising Networks
Google AdSense
Other
Microsoft Office 365
Hosting
Google Cloud Hosting