“Dragon Wealth SMAC app is a solution that enables wealth management advisors to make smarter, well-informed recommendations to their high net-worth clients. The solution takes advantage of the cloud to analyze big data and select social media via a social mobile analytics platform to deliver a customized dashboard via a tablet application. 

Wealth management advisors and their clients will have transparent access to at-a-glance information on their investment behavior, peer group comparisons, and expert reports to make informed decisions on investments. Financial institutions get to easily customize the platform to suit their unique needs and requirements.”

Presenting Bert-Jan van Essen (MD & Co-Founder) and Dana Ritter (MD & Co-Founder)

Product Launch: November 13, 2013