06/22/2020
The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.
06/13/2020
Celent also recognised that Objectway Client Engage and Conectus Onboarding provide “a comprehensive front-to-back Client Lifecycle Management offering allowing clients to identify prospects as well as onboard, with a user-friendly UI”.
06/10/2020
The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.
06/10/2020
Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model
06/09/2020
The range of wealth products sold include unit trusts, bancassurance products, structured investments, bonds, and foreign exchange products.