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System and method for providing financial services to high net worth individuals
System and method for providing financial services to high net worth individuals
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机译:向高净值个人提供金融服务的系统和方法
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摘要
A system and method for providing financial and other services to high net worth individuals is described. A significant feature is the method for selecting and managing a comprehensive set of service providers for optimal efficiency and effectiveness. The associated system provides a depository for client data, and enhances communication between client, client data, and service providers.
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