Collation.AI for Investors (i.e. HNWI, UHNWIs)
Complex assets, siloed data Multiple logins, cumbersome access Time-consuming manual data entry Lack of readily customizable reports
Collation.AI For Client Advisors
No holistic overview of your clients’ total wealth (no access to held away assets) Hard to get Competitive Intelligence on your competitors Struggle to retain clients because of the lack of complete financial picture Can’t increase wallet share because you’re not aware of what is being held away from you
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United States
263 Tresser Blvd Floor 9, Stamford, CT 06901 United States
