Wealth Management  Modeling of high net-worth household relationships Streamlined account opening, KYC, registered plans processes
	Asset Management Integration and management of individual, customized account portfolios for individuals and households Relationship modeling of accountants, lawyers, centers of influence, spouses, children and corporations
	Integrated Advisor Desktop Manage relationships with Clients by aggregating their portfolio data and integrating with other applications and backend systems required to meet business functionality Provide tight integration between Portfolio Inquiry & Contact Management functionality