2023年2月10日

由William Blair和InvestCloud合作，system利用谘詢專業知識，為財富管理行業提供一流的技術和服務。system財富解決方案，一個全麵的基於雲的財富生態係統，由行業為金融行業打造，宣布其平台是為財務顧問和資產經理而生的。systemm是William Blair投資的公司，利用InvestCloud的技術提供一個完整的生態係統平台。在發現支持頂級顧問的財富管理能力存在差距後，創建了專有技術套件，以簡化顧問的日常運營，並增加增長機會。“systemm是顧問成功的一個新領域。我們從自己作為理財顧問的經曆中了解日常運營的挑戰和挫折，所以我們設計了一種由理財顧問為理財顧問打造的技術，”威廉·布萊爾(William Blair)綜合解決方案總監兼systemm平台主管布拉德·古德曼(Brad Goodman)說。“從運營一流谘詢業務所需的所有數字工具，到為資產管理公司增長分銷渠道，再到大量的頂級思想領導力解決方案，我們期待著與Halo Investing、晨星、+Subscribe、Citi Alliance等領先合作夥伴合作，為行業帶來這一全麵的能力套件。”隨著今天的公告，systemm推出了三個集成功能中的第一個——systemm市場。這個金融產品和策略市場是一個精心策劃的投資菜單，為顧問提供了一個可定製的金融產品庫，這些產品來自多個策略和行業的頂級資產管理公司，並為資產管理公司創造了廣泛的分銷機會。這個市場是為谘詢公司提供的一個TAMP產品，它簡化了顧問的搜索和選擇，允許有更多的時間為客戶提供卓越服務。systemm產品市場是購買和銷售systemm審查投資和策略的單一平台。 With an overload of financial products spread across sectors, styles, product types and delivery mechanisms, identifying and vetting them for client accounts can be a full-time job. SYSTM offers an easy pathway for advisors to find the best ideas — from top tier products to the best of new, innovative wealth management strategies. Likewise, for asset managers, SYSTM enhances the way they interact with advisors while making their products simple to search for and easier to access for clients. Treated as value added partners on the platform, SYSTM interacts with asset managers in a collaborative way to assist advisors and their clients. SYSTM is a collaboration between William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, and InvestCloud, a leading digital transformation technology in the financial industry. Drawing from the wealth management expertise of William Blair and the tech expertise of InvestCloud, SYSTM is set to be the premier service offering for the most sophisticated advisors in the industry. “We are thrilled to invest in and partner with William Blair in the launch of SYSTM. This is a wonderful example of the product innovation and business expansion our technology enables,” said John Wise , CEO of InvestCloud. “Leveraging all the key elements of InvestCloud X — communication, planning, shopping & selling — and designed to be simple, intuitive and engaging for advisors and their clients, SYSTM will be a game-changer for the advisor experience.” In the coming months, SYSTM plans to roll out two additional functions within the ecosystem. The first, a full-service platform for advisors to center their day that integrates everything needed to support a diversified client base, including financial planning, client portal, reporting, CRM, access to structured products and alternatives, banking capabilities, insurance, and more. The other, a suite of thought leadership solutions which will provide advisors with top industry research, due diligence, and direct access to premier thought leadership — allowing advisors to deepen the intellectual resources they can bring to their clients and strengthen their professional relationships.