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When implemented and employed correctly, automation makes wealth management firms more efficient. For example, by automating manual procedures, management information is complete, accurate and up-to-date, which improves operational control and increases transparency across the business.
All JHC’s platforms and tools utilise a single database. Drawing on just one source of data avoids costly and time-consuming reconciliations across the front and back office systems and delays between the client web portal and back office. The same single database also holds all relevant CREST data, which greatly enhances back office efficiency.
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