Wealth Management Terms

Wealth Management and WealthTech is a constantly changing landscape. It can be hard to keep up. Our handy glossary has been designed to help you get to grips with some of the words and terms you might come across – with short, straight-forward definitions. We hope you find it useful.

Lead Management

What is lead management? Lead management in financial services is the process of tracking and managing potential customers, or leads, from initial contact through conversion into clients.


What is liquidity? Liquidity is the ease with which an asset can be converted into cash without significantly affecting its price.

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