Charrington Pacific Group today announced the launch of a new digital wealth management platform for its workforce.
TOKYO, JAPAN, April 1, 2021 /EINPresswire.com/ – Charrington Pacific Group’s platform is designed to support a modern wealth management business – including capabilities to streamline internal processes. Functions include proposal preparation, paperless onboarding, risk questionnaires, model management software, tools for monitoring and realigning the customer portfolio, billing, compliance tools and a customer portal.
“We are always looking for ways to improve our financial advisor’s ability to serve clients more efficiently and effectively. Our new platform will enable improved customer experience and scalability for the company,” said Tsuda Kamatari, Chief Executive Officer of Charrington Pacific Group .
The implementation of the new platform further demonstrates the Charrington Pacific Group’s commitment to the wealth management industry by supporting its ongoing mission to evolve its solutions and services to meet the ever-changing needs of its financial advisors and their multi-generational clients.
“We are very pleased with the implementation, which streamlines our processes and allows us to continue to expand the scope and depth of our wealth management service. We understand that it’s not just about helping our advisors grow, it’s also about that to get a better result for ours. ” Customers, a mantra that brings every aspect of our collaboration together, “said Daniel Walsh, director of Institutional Equities, Charrington Pacific Group.
The Charrington Pacific Group has completed the implementation of the new technology platform, with all customers and assets successfully migrated. The new platform will streamline processes and help the company maintain the prosperity of its customers.
The platform went live earlier this month and is available to all Charrington Pacific Group employees.
Charrington Pacific Group is a recognized asset management company headquartered in Tokyo, Japan. The philosophy of growth enables us to serve customers in the best possible way.
Charrington Pacific Group
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April 01, 2021 11:33 GMT
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