To subscribe to our emailers, all you have to do is fill in these basic details and click the Submit button. You will start receiving regular mails from Wealth Forum updating you on fresh content on our site.
In order to be cost effective, it has to be high touch and high tech for large ticket clients while it is high tech only for small ticket clients. Platforms allow you to do that.
Platforms now have lot more features such as biometric KYC which make client on boarding even smoother.
Many platforms are also integrated with data analytics which give clients data on the fund and allows them to make decisions like top up.
Platforms also gives advisors insight on clients behaviour like how many are invested in this fund. This gives team members insight on working with clients.
You can now sign up with a robo platform for 10 bps of your trail commission and leverage their entire infrastructure to serve your clients
This point is not clear, Please elaborate "You can now sign up with a robo platform for 10 bps of your trail commission and leverage their entire infrastructure to serve your clients"
Which Platform is providing services on a AUM Bases? Any fixed cost Plus AUM base charges? How morning star helpful with BSE STARMF ? Any integration for BSE STARMF Members?
Interested
