02/05/2024
Expect a renewed focus on emerging technologies, stable returns, and newer customer segments for wealth management firms.
02/05/2024
Additionally, it facilitates direct P2P payments via QR code, phone number and e-mail, supporting over 20 global currencies.
02/01/2024
Wealth Dynamix is a leading provider of CRM, Onboarding and CLM (Client Lifecycle Management) solutions, which are now available linked with Temenos as part of a strategic partnership.
01/31/2024
The LynQs dashboard provides a broad overview of product information, including pricing, distance from the barrier and coupon payments.
01/31/2024
Impressively, 98% of participants, many of whom were first-time investors, saw themselves reflected in the results. T