InvestEdge will provide the firm's wealth advisors and relationship managers with secure, simplified access to industry-leading tools for portfolio management, performance measurement, client reporting, and compliance monitoring. By centralizing thes
Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced the completion of its acquisition of Prima Capital Holding,
"The OneVue UMA platform can administer more products than most, which enables our advisers to differentiate their service and provide clients with a complete view of their total wealth position as all assets and liabilities can be viewed in the one
Financial Institutions often go through periods of change and finding flexible yet sustainable solutions during this time can be a huge challenge, intensified by the pressure of approaching deadlines.
WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support.
Customers around the world can now choose from 11 different language interfaces, including English, Dutch, French, French Canadian, German, Italian, Spanish, Swedish, Chinese Traditional, Chinese Simplified, Korean and Japanese.
For the last couple of years, Deutsche has offered the option to have one global IT access across multiple booking platforms but demand is just building up, says Mr Kolb.
As a clearinghouse, it will compile data from a range of bodies to support investigations throughout the region, as well as acting as a hub to co-ordinate training and answer inquiries.
The main web application, which launched last week, is completely free to consumers and works much like other wealth management tools.
New report from Capgemini, Sogeti and HP highlights Quality Assurance strategies to respond to compliance, growth and cost optimization priorities