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Financial Services

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Wealth Management Portal

Problem: Wealth managers need custom analytics dashboards to review fund performance, market value, commissions, and YTD data

Solution: Use WebFOCUS to create a completely customizable, next-generation portal which allows end users to assemble their own content without assistance from IT

Summary: With a custom, self-service analytics tool that is flexible and easily accessible from any device, financial advisors can quickly access and visually explore portfolio information, allowing them to provide better service to their clients

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