Asset, portfolio and wealth managers know the tools they need to remain competitive: a real-time aggregate view of a customer’s assets and allocations, a clear picture of the changing conditions of financial markets, and applications that are robust, flexible, and easy-to-use. But for that, financial services institutions need to overcome the challenge of having to access information from independent systems that use complicated and competing interfaces. They need dynamic and holistic tools and a CRM system that they actually use. Microsoft has developed the tools and a partner network that speaks to these areas. We ask these solution providers to give us their take on what makes sense for financial services providers as they seek to satisfy the demands of the next generation client.