In the Margins

IBM dashboard predicts investor behavior

April 14, 2016

By InvestmentNews

Technology giant IBM has created new a financial planning technology called Client Insights for Wealth Management. The dashboard enables advisers at large institutions to log on to a program that pulls data from adviser software and cross-references that information with market data, news events and clients' social media accounts and other interests. Client Insights will then provide suggestions and a list of priorities for the adviser to consider. Read the original story from InvestmentNews.

 

 

Most Read

Top of the Agenda - Regulatory
2010-2020: A decade of regulatory developments

There certainly has been considerable change over the past 10+ years in the investment company industry and its regulation. From 2010 to 2020, the net assets ...