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This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.
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The Wealth Management Workstation Project
The System Roll Out
During the project's first year, ML devoted a significant amount of time to rolling out several applications, which would be used by the FA's, such as client review centre, wealth management applications, trading centre etc. The client review centre was a new client service tool in the FAs'kitty, which enabled them to develop customized portfolio reports for clients...
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