This Platform Outsourcer Snapshot has been put together with insight from Multrees, and is presented in an easy to digest document, using Altus visual Platform frameworks.
Altus will be releasing further snapshots in the coming months, so building a comprehensive overview of the Platform Outsourcer ecosystem.
You can download the snapshot below.
“Whether it’s as a lead outsource partner or to meet specific requirements alongside others, Multrees builds its services around the individual needs of each adviser and wealth management firm it works with. Seamless integration, efficient migrations, consolidated reporting and tiered platform pricing are just some examples of how Multrees helps clients change their business for the better.”
Chief Commercial Officer, Multrees