London, July 1 2021 – Formuesforvaltning (Formue) is the largest independent wealth management firm in the Nordic area. The firm’s OneX Hybrid Advice Platform has been created with the vision of launching “the Nordic way of wealth” for its clients. It is a mobile application that takes a holistic view of a prospect’s and a client’s life, allowing for an advice-first, consultative approach in every interaction and creating ongoing efficiencies for advisors.

Aite Group’s Impact Innovation Awards are designed to recognize and celebrate innovation achieved by financial institutions leveraging technology to surpass the status quo. Award recipients are leading the industry by identifying and implementing new products, capabilities, or levels of automation and effectiveness that are bringing our industry one step closer to next-generation banking.

Clients of Aite Group’s Wealth Management service can download this nine-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].

This report mentions Salesforce and Stretch.