Jul 02, 2018

This report offers all the data, analysis and recommendations required to develop, optimize and implement secure wealth management websites and mobile apps that are only accessible to clients and which create maximum appeal to the demanding category of wealthy individuals.

The report analyzes the client-only online and mobile presences of 15 leading global wealth managers worldwide and provides extensive profiles of these wealth managers’ websites and mobile apps including an overview of key strengths and weaknesses. The report outlines recommendations for each wealth manager and for the wealth management industry as a whole.

Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating secure desktop and mobile apps that will satisfy the needs of HNW/UHNW clients “behind the log-in.”

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