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.