Text size

BTO financial planning platform speeds up PB product customisation

“The private banking industry is quite capable of creating customised solutions, but the process remains slow and largely product-driven,” Laurent Bertrand told Asian Private Banker. The CEO and co-founder at BTO (BetterTradeOff) believes that the slow process contributes to the regulatory burden on PBs, including in KYC processes. “Over the last 12 months, we have created a concrete solution and…

To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].

Have a confidential tip? Get in touch [email protected]