Private Wealth Management

Princeton Blue’s Private Wealth Management (PWM) Client Onboarding (PWM) application provides banks and financial institutions with a fully customizable app for better serving the evolving needs of their clients. PWM provides advisors with the ability to streamline and facilitate one of the most cumbersome and frustrating aspects of bringing new clients into the business: the onboarding process.

Driven by a process-centric approach, the PWM application standardizes the onboarding steps, lowering operational costs and improving the overall client experience.  The app provides tools that facilitate and speed data gathering/retrieval and required approvals, while securing and protecting privileged information.  PWM also ensures awareness and allows enforcement of all relevant controls and regulatory requirements, while providing visibility across the bank’s business processes. The app seamlessly integrates with existing front-office and back-office applications.

PWM’s onboarding process enables advisors to impress and nurture new clients, thus enhancing and increasing the potential for providing additional services and products.