Wealth management software solutions

Power what’s possible with cloud-native and open-source technologies for today’s wealth management firms.

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Discover Hyland’s expertise in wealth management

With increased competitive pressures and a need to control costs, today’s wealth management firms are turning to modern content services. Hyland can help.

Business and process automation

Increase efficiency and reduce manual work for content and records management processes with RPA, AI and ML.

How Hyland can help
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Cloud-native content services

Deploy a modular, scalable architecture to manage large volumes of documents and optimize the flow of information.

How Hyland can help
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New client onboarding

Enhance the experience with capture, automation, workflow and self-service tools — all while staying compliant.

How Hyland can help
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Superior client communications

Enable next-generation communications by making critical account information securely available to clients.

How Hyland can help
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Extend the power of your enterprise and core systems

Wealth management advisors access different systems and spend hours preparing for a client’s annual review. Hyland’s content services solutions integrate with the CRM, portfolio and enterprise systems advisors use every day — increasing productivity and improving client service.

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RBC Capital Markets

Leading investment bank modernizes operations with Hyland content services.

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Resources

How to drive outstanding advisor-client engagement in wealth management

Connect the digital dots

The top obstacles firms are facing — and how to overcome them

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Empower your people to deliver their best with Hyland