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

10 Things
10 Things...Boards will face in 2023

As mutual fund board members look forward to 2023, which is just around the corner, they are faced with a number of challenges and tasks unique ...