Wedbush Securities, a US-based financial services provider, has made series of technology enhancements to its wealth management platform.
According to the company, the updated Wedbush Wealth Management Platform included detailed proposal generation, trade order management, advisor driven financial modeling, research and performance reporting capabilities.
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The platform will allow financial advisors firm-wide to more seamlessly manage client assets, the company claims.
The platform will leverage FolioDynamix technology to complement the variety of strategies and programs available to Wedbush Financial Advisors.
Wes Long, executive vice president and head of private client services at Wedbush Securities, said: "We are committed to equipping our team of financial advisors with industry leading technology, helping them to manage their clients’ investments efficiently and effectively."
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