Boston, August 11, 2020 –There is a common misconception that only the wealthy need—or deserve—a financial plan. Schwab Intelligent Portfolios Premium is designed to make financial planning easier, more affordable, and more accessible, plus change the perception that financial planning is just too complicated or too expensive for the average person. It builds customers a fully automated, diversified investment portfolio and comprehensive financial plan with a customized roadmap for reaching financial goals, along with 24/7 access to the financial plan via a comprehensive digital interface.
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 wealth management.
Clients of Aite Group’s Institutional 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].
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Datos Insights
We are the advisor of choice to the banking, insurance, securities, and retail technology industries–both the financial institutions and the technology providers who serve them. The Datos Insights mission is to help our clients make better technology decisions so they can protect and grow their customers’ assets.