Financial IT: Banking on the Unified Wealth Model

Current wealth management platforms enable financial consumers to evaluate their investment and retirement accounts, comparing them with cash-flow analysis and long-term investment goals. However, given the emergence of new technologies in the finance sector, such as mobile banking applications, we are witnessing a change to how consumers access their banking information.

We're moving to real-time investment management and a convergence of wealth management platforms as consumers demand more.  These new mobile applications give clients two things: automated payments and a more complete view of their finances. Customers and members now have better access to their mortgage, savings and credit accounts and get this information in one place.