Beverly Hills Wealth Management, a registered investment advisory firm serving high net worth individuals, families, and businesses, announced Monday it has launched BHWM Maestro, a first of its kind, cloud-based dashboard for RIAs.
The tool, which was developed by Beverly Hills Wealth Management in collaboration with Intel software specialists, allows RIAs and advisors to consolidate their operational, sales, and compliance tools, which are typically spread across a number of providers and networks, into one branded, controlled, cloud accessible environment.
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