“We are very pleased with the success of our InnoTrust implementation,” said Deborah Harris, personal trust manager at Principal Trust, “The conversion team made our transition as seamless as possible. We’re excited to be using a t
According to Christof Studer, Head of Marketing & Sales at IMTF, a Swiss company, "Building this partnership enables us to offer to OLYMPIC Banking System customers a state-of-the-art solution that provides control, access, processing and sharing
This will help aid decision-making, promote resource efficiency and produce management information to assist in the demonstration of effective compliance, and ultimately help reduce risk.
The wealth management firm required a solution to provide the level of reliability and flexibility to grow the business with minimum disruption and investment, while adding new functionality across a broad range of instruments.
Guardian Wealth Management has revealed plans to offer a low-cost, remote independent advice proposition to clients, delivered via Skype and other online tools.
Russell iQ Investments is a new online investment account, providing advisers and SMSFs easier access to Russell’s range of actively managed, multi-asset solutions.
According to the survey, mobile technologies will continue to build on the cloud platform, providing.