Use Case – are a financial advisor or independent broker dealer and you want a website that can be built to allow clients access to their investment accounts and trading

Examples Below:

https://www.refinitiv.com/en/wealth-management-solutions/digital-wealth-management/digital-investor

https://www.thewealthmosaic.com/vendors/nucoro/

https://www.pershing.com/netx360/investor-experience

Attached is a template to add to your work. Cost analysis MUST be included.