Challenge

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With so many digital assets already available to wealth managers, a Fintech was seeking expert opinion on whether to enter the US Wealth Management marketplace.

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How we helped

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• Conducted market research study and product evaluation for viability in the wealth management market

• Performed comprehensive analysis of wealth management sectors – RIAs, broker dealers, family offices, investment platforms, and custodians to explore each sector's path forward to success

• Evaluated and tested new product including advisor and investor experience

• Provided multi-pronged recommendations including tactical and strategic action items