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  1. 1. Provide a clear description of your needs and your expectations of an expert, consultant or job candidate and Zintro will match it with the most relevant professionals in our platform.
  2. 2. Within a day or two typically 6 - 12 Experts, who have opted-in, will contact you with a brief explanation of their qualifications and how they can help.
  3. 3. You can communicate back and forth, qualify each other, connect and pay fees to Experts through Zintro.
  4. Zintro is free, anonymous and without obligation.

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Recent Wealth Management Inquiries

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Wealth Management Software

We are a prominent nyc-based expert network and an authorized zintro partner. Our client has a need to to conduct phone consults with multiple experts who are familiar with the wealth management software technologies in canada and the us. All candidates should have knowledge of this industry and the competitive dynamics at play. Please list all softwares you have worked with. This project has a budget.

  1. Profile Picture

    Dominic |Zintro Expert

    I am happy to consult, I ran Morgan Stanley And Smith Barney Wealth Management Advisory business int...

    30 Minutes Later
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    Shaun |Director

    Hi One of my team has worked on a similar project with temenos, bsb, iruss, etc. Please advise full ...

    1.4 Hours Later
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    Stephan |Financial Advisor

    I have been is financial advisor for 16 years. I manage investments for my clients.. I use Morningst...

    2.7 Hours Later
+6 Other Responses
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Wealth Management

We work with industry experts to support industry studies for many of the world's fortune 1000 companies. For a current study, we are seeking experts who could help us understand how wealth management headquarter organizations can best support their hnwi sales representatives. Experts need to; be based in north america currently (or recently) working at charles schwab or bank of merrill lynch we would like to conduct a ~45 minute discussion with you to help us better understand your point-of-view on this topic. We are only interested in shared industry learnings and are not looking for any confidential information. We would be happy to compensate you for your time. It would be great if you could let us know whether you would be available for this effort. We are organizing discussions throughout this week, if this works with your schedule. Kindly reply with your contact details (e.G. Phone number, email) as i would like to provide more information on our project and schedule a mutually convenient time to connect. Thank you in advance, and we are looking forward to hearing from you. Best regards, katie

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    Robert |Zintro Expert

    Dear Katie, I was with Chase ***** for 34 years and spent a number of years in Chase's Pri...

    2.4 Hours Later
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    Michael |Principal

    Although I've never worked directly for Schwab or Merrrill, as former head of all packaged product s...

    2.7 Hours Later
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    Jose |Financial Planner and Wealth Mananger

    Hi Katie, I am an IFA and Wealth Coach from the UK with over 25 years as a professional both in the...

    2.9 Hours Later
+10 Other Responses
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Risk & Wealth Management Solutions

I am writing on behalf of a consulting firm that conducts expert interviews in support of industry-wide studies for many of the world's fortune 1000 companies. We help businesses answer questions by engaging with the world’s most relevant experts. So far we have delivered over 750 studies with input from over 15,000 individuals. We are an authorized zintro partner. For a current study, we are seeking your perspective on risk and wealth management solution providers such as sungard's adaptive credit risk and cgi's core user interface. Please note that we are only interested in your personal point of view and expert insight and are not seeking any confidential information. We are scheduling 45-60 minute discussions with experts this and next week and are happy to offer a negotiable usd 250 compensation for each interview. Please note that we are handling the standard zintro fee separately, hence the expert is not involved in paying this. If you kindly let me know your contact details (email and phone/skype), i could provide more specifics on the study and standard process. We would welcome any referrals to other relevant experts as well. Best regards, annah

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    Geary |Principal

    Annah: I would be interested in ***** your survey. Please feel free to contact me via ...

    19 Minutes Later
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    Fred |CEO

    Sorry, I have not dealt with these systems recently....

    59 Minutes Later
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    Stephen |CEO

    I have not reviewed their system yet. I have been dealing with a few of the Zintro "*****" ...

    1.5 Hours Later
+4 Other Responses
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Wealth Management

Wealth management, tax reduction, income and estate protection.

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    Paul |Director, Financial Strategist & Private

    Hi Gerald How can we be of sevrice? Are you ***** Australia?...

    4 Minutes Later
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    Drew |CEO, President, Vice President, Financia

    Ask for me at SICounsel in Chappaqua New york....

    19 Minutes Later
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    ALEXEY |Financial Planner

    Our firm is based in redwood shores ca. We are a wealth-managment boutique with tax expertise....

    21 Minutes Later
+8 Other Responses
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Wealth Management Systems

We're a large indian it company looking for investment banking, capital markets & wealth management domain & sub domain experts. Your expertise in wealth management is of interest to us. We're in the process of shortlisting appropriate candidates. Kindly let us know your interest.

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    Nicholas |Founder

    Dhara, Sounds good. I'm interested in a phone ***** you think my experience is relevant...

    10 Minutes Later
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    Brett |Managing Director / Financial Consultant

    Your inquiry as far as what kind of wealth management systems you are interested in setting up. Are ...

    21 Minutes Later
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    Kirk |President

    Is this a ***** outsourced IT services? If so, I am not interested. If this inquiry is...

    45 Minutes Later
+11 Other Responses
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Wealth Management In Australia

We are a prominent market research firm and an authorized zintro partner. One of our clients, would like to speak with someone knowledgeable about wealth management in australia. Preferably people who are currently working or have worked in a wealth management company in australia on a senior position. Please share your relevant experience. Regards, karnika

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    Robert |Managing Director

    Dear Karnika, I served for three years as General Manager of Treasury and Financial Markets for Cha...

    5.5 Hours Later
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    Philip |Governance Advisor

    Kamika - I have ***** the Wealth Management space within the Australian market for nearly 20 y...

    2.5 Days Later
+2 Other Responses
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Wealth Management

We work with industry experts to support industry studies for many of the world's fortune 1000 companies. For a current study, we are seeking experts who could help us understand how wealth management headquarter organizations can best support their high net worth client sales representatives. Experts need to; be based in north america currently (or former recently) working at charles schwab, bank of merrill lynch morgan stanley or raymond james. We would like to conduct a ~45 minute discussion with you to help us better understand your point-of-view on this topic. We are only interested in shared industry learnings and are not looking for any confidential information. We would be happy to compensate you for your time. It would be great if you could let us know whether you would be available for this effort. We are organizing discussions throughout this week, if this works with your schedule. Kindly reply with your contact details (e.G. Phone number, email) as i would like to provide more information on our project and schedule a mutually convenient time to connect. Thank you in advance, and we are looking forward to hearing from you. Best regards, katie

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    Robert |Principal

    Expert on wealth management systems, including trust and brokerage *****, financial planning sys...

    1.8 Hours Later
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    Michael |President

    Definitely can help. Let me know when you can speak....

    2.2 Hours Later
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    David |Consultant

    Hi there, I have extensive experience on asset management and in depth knowledge on dealing with cl...

    3.2 Hours Later
+8 Other Responses
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Laboratory Asset Management

Wish to extend my knowledge on best practices regarding asset management in laboratories. The focus is to define the various components of the asset management value chain. 1. Include information on process flow and how assets move through organizations. How many people typically touch an asset as it moves through? How is it stored? 2. Research cost models that are being used for asset management in different organizations. How are companies looking at cost of an asset? Focus on cost as % of asset base? Cost as % of revenue? Number of hours dedicated to the asset? Others? Please be advised that i expect a initial complementary call for the touch base.

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    Shyam |CFO Advisor

    very knowledgeable about Lab asset management given my experience with VOA and can assist...

    2.8 Hours Later
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    sethuraman |Mr.

    I would be able to give you the information. I have been working in this ***** long time. I...

    3.6 Hours Later
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    Moses |Director of Protein Sciences

    I have many years of experience in handling asset management of multiple types of *****. I h...

    21.9 Hours Later
+11 Other Responses
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Retail Broking, Capital Markets, Wealth Management

We are looking to conduct paid phone consults with customers of one or more products from gbst holdings or one of their direct competitors (selling software for retail broking, capital markets, wealth management, et al). Specifically, we would like to speak with key decision makers or people who have recently purchased or evaluated components of their software packages. Thank you.

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    Luc |Board director - Senior Advisor

    proposed quote for 1 hour...

    1.9 Hours Later
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    Andrew |Digital Producer

    Thanks for reaching out. I have implemented the GBST *****e and held GBST *****n...

    8 Hours Later
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    Steve |Founding Partner

    Previously Head, Financial Market *****forms for Standard Chartered Bank: Responsible for...

    8.3 Hours Later
+12 Other Responses
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Wealth Management

We are looking for wealth management expert in the it platform / services company vendor space. Some sample companies will be as follows: - avaloq - temenos - foliodynamix - envestnet - eri bancaire/olympic - fnz - sei - sungard - advent (ss&c) - fiserv - fis global - simcorp - junxure - vestmark - bridge portfolio - pershing sample questions (us and europe perspective): - commentary about the competitive landscape of wealth management platform / outsourced service companies (such as ones mentioned above) - top needs of wealth management customers please contact me on the following: anurag

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    New |

    I cover most of the ***** my research reports, especially the TAMPS, Trust ***** CRM ...

    4.3 Hours Later
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    Diana |President

    Please,contact us at the relevant contact details on this profile as we are wealth managers of the b...

    7.7 Hours Later
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    Shyam |CFO Advisor

    Hi Anurag, very knowledgeable having implemented Temenos at KICVentures and Fiserv at other company....

    16.2 Hours Later
+5 Other Responses
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Wealth Management Systems

We would like to get connected to experts from the banking industry in singapore to understand the wealth management space in singapore. We would like to understand the following : 1. Wealth management segment in singapore & the competitive landscape (major banks such as standard chartered, ocbc, deutsche bank, citibank among others & industry best practices). 2. Most successful industry products and their target customers. 3. Revenue management practices.

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    Stephanie |Vice President & Lead Facilitator

    Pej? I have a connection on LinkedIn in Hong Kong that has ***** Singapore that might be ab...

    11.7 Hours Later
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    fares |Head Of Revenue Management

    hi, look up my profile on *****?id=*****&trk=tab_pro and let me kn...

    388.8 Days Later
+2 Other Responses
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Asset Management Software

We are looking for an expert in public asset management software. This person should be familiar with the different vendors that provide data collection, storage, and reporting for environmental or utility assets or sampling. This could include the waste water sampling, oil sampling, waste sampling, stormwater, telecom, public lands, and/or natural gas end markets. Best, paul

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    Pavan |Maximo Functional Consultant

    I have experience with Asset Management *****. Thanks, Pavan...

    2.3 Hours Later
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    Gaetano |Consultant

    This kind of solution is strictly ***** a series of rules that are quite different country by c...

    6.6 Hours Later
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    Amar |Consultant

    Dear Sir/ Madam, Thanks a lot for your mail, kindly contact me or provide your contact number for f...

    6.6 Hours Later
+33 Other Responses
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