Correct Capital Wealth Management
Correct Capital Wealth Management
2 Pages— Founded as an independent RIA start-up after breaking away from a wirehouse — Over 100 clients with annuities and needed to find a fiduciary model for their new RIA — Looking for a comprehensive technology solution to enhance the client experience BENEFITS: — Provided a technology experience to accommodate and grow their annuity business — Created operational efficiencies and streamlined workflows — Enhanced client service through the Client Experience portal blackdiamond.advent.com |
