12/11/2019
This report presents a comprehensive overview, market shares and growth opportunities of market by product type, application, key companies and key regions.
12/10/2019
Today, Opsion benefits from an advanced digital wealth management arm, that can engage new clients and revitalise relationships with existing ones too.”
12/06/2019
At Openbank, we are breaking through, looking for the profitability of our clients' portfolios, prioritising the inclusion of ESG/SRI funds in our automated investment strategies."
12/06/2019
Instead of trying to build everything in-house, we focus on delivering your firm the best wealth management platform in the industry, then partner with providers of complementary advisor technologies that are both proven and popular.
12/05/2019
With the Burgundy Private platform, we plan to tap this huge opportunity and gap in the market, with one of its kind -niche, customized solutions, specifically meant for people who have finite time, but infinite needs
12/03/2019
The SEI Developer Portal is designed to arm developers with tools and content to integrate features and functionality across front-, middle- and back-office services using registered applications, API keys/secrets and SEI’s various licensed API prod
12/02/2019
The result is wealth managers achieving straight-through processing rates that are near 100%, with automation dramatically reducing the risks of human error and delivering compelling improvements in efficiencies”