Financial Services - Chicago, Illinois, United States
Wolf Point Consulting LLC seeks to bridge the gap between financial advisors and technology. We understand how to strategically employ technology to create the optimal client experience from your vision. We make technology work for you.With a depth of experience in wealth management, we understand your unique client base and the particular challenges in managing your practice, including the difficulties digital change and innovation may create in interacting with your clients. With this knowledge and experience, we harness the value of technology to create a client-focused model.We specialize in consulting for aggregated performance reporting and analytics platforms for an UHNW clientele.
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