AFTAs 2021: Best IT team—JP Morgan Wealth Management


Constructing investment proposals is a time-consuming, segmented manual process that involves email exchanges with various investment specialists for insights to update hypothetical portfolio models and calculations in Excel. 

One proposal could take between four to seven days, and it was difficult to incorporate external assets to provide clients and prospective clients with a full financial picture and strategy to analyze portfolio risk contributions and long-term impacts. 


Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact or view our subscription options here:

You are currently unable to copy this content. Please contact to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to Waterstechnology? View our subscription options

If you already have an account, please sign in here.

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here: