Wealth management services
are provided by banks, professional trust
companies, financial corporations and brokerages.
Armada Labs worked on extensive project in this
area and gained a great deal of expertise in both
financial planning and mathematical and statistical
approaches used in wealth management and planning
strategies.

Armada Labs' Wealth Management solutions will extend your agent's advice capabilities, consolidate disparate data, integrate your existing point solutions and streamline firm-wide wealth management processes.

Significantly Improve Productivity for your Financial Advisors:

• Serve more clients more efficiently and build deeper relationships
• Win new clients and increase asset base
• Deliver better, more consistent financial advice

Realize a Significant Return on Investment:

• Leverage existing systems, applications,
  and data … or integrate new ones
• Reduce total cost of ownership
  through faster deployment
  and phased implementation
• Flexible configuration to suit
  the firm's specific needs
• Improve user adoption
• Attract and retain top performing advisors

Key Capabilities:

• Organizes the creation and maintenance of client relationship hierarchies, portfolios, coverage models and reports
• Supports both internal and external reporting on multiple levels of aggregation
• Drives the account opening processes
• Defines scope of investment strategies and financial plans for advisory and reporting tools