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Wealth managers view technology as a top tool.

Publication: Crain's Cleveland Business
Publication Date: 30-MAY-05 		Format: Online
Delivery: Immediate Online Access
Full Article Title: Wealth managers view technology as a top tool.(Special Report)

Article Excerpt
Byline: KIMBERLY BONVISSUTO

In a society that demands information at the click of a mouse, technology has become a critical component for financial advisers and clients in the wealth management sector.

But it's not everything.

Nicholas Voutsakis, chief technology officer for Philadelphia-based Glenmede Trust Co., a wealth management and trust firm with an office in Beachwood, said the advent of the Internet brought increased demands from clients to be able to know what their portfolios are doing on a more real-time basis. Technology also allows an organization to operate more efficiently.

Walt Moore, vice president of Ownership Advisors Inc. in Independence, said the...

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