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Risk Management Platforms for Wealth Managers

WMO will help wealth managers create & operate a risk management offering that operate at the highest quality standards and serves as an extension of the firm’s existing client experience

  • Firm Assessment & Options – Determine how risk management can be structured, supported and marketed. What does your firm want from risk management? How that can be successfully structured and executed?

  • Platform Design & Launch – WMO will lead the effort to design, build and launch the platform including negotiations with partner companies.


  • Training & Education – Work to build a strong understanding of risk management, how the firm will position it with clients and how it will be supported by the firm’s teams.


  • Technology – We will integrate the risk management platform into the firm’s existing technology stack.


  • Interim Management – WMO will provide you with interim management of the risk management practice to achieve a faster and more effective launch. 

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