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Jan 08, 2021

This installment of our benchmarking series evaluates digital portals provided by 12 leading wealth managers and private banks globally. The research offers a quantitative evaluation of the features and functionality of each portal in comparison to the industry gold standard, provides a peer-to-peer comparison of the top portals, and includes a detailed profile for each participant.

Read the executive summary to see an overview of the current state of digital wealth portals, as well as key changes since we last conducted this research in 2018.

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