In addition to the current wealth management CRM functionalities, the company will provide client reporting tools, an application suite for mobile devices, as well as interactive consulting tools for investment, life and succession planning in the coming
The firm chose Advent's Geneva, a global portfolio management, reporting, and reconciliation system, which has been specifically designed for complex, global alternative investment strategies.
“SunGard’s Mobile Meeting is helping to improve the way advisors interact with their clients by taking sophisticated financial planning concepts and presenting them in an understandable, meaningful way.”
Today's announcement demonstrates that ERI Bancaire supports OLYMPIC Banking System version A with Oracle Exadata Database Machine, Oracle Exalogic Elastic Cloud, Oracle SPARC SuperCluster and Oracle Solaris 11. ERI Bancaire is a Gold level member of
A number of advisory firms, broker-dealers and technology platform providers have announced the development of mobile solutions to meet the growing demand for anytime, anywhere access and next generation practice management tools.