04/07/2013

Quality service is name of the game

"HNW clients are re-evaluating their current wealth management provider relationships and moving assets to firms that can clearly demonstrate a more integrated approach to meeting their needs."

01/13/2013

Wealth-X Launches Wealth-X Professional For iPad

Designed to give business development and client management executives access to the intelligence and functionality of Wealth-X Professional while they are on the move, the application represents another milestone in Wealth-X's mission in enhancing t