Sean Lam, Managing Director at Walker Crips, says “Our decision to take the Portfolio product was a logical one given our aspirations to develop our business. Our selection of Dion is based on our existing relationship and the backing that their ne
“We reviewed several vendors and chose Advent because its wealth management solution best met our needs, specifically in terms of reporting functionality,” said Svetlana Grigorian, head of private banking
Dirk Sibiet, country technology officer of ABN AMRO Singapore and United Arab Emirates (UAE), said the decision to adopt virtualization sprung out of its need to integrate the two distinct IT environments of ABN AMRO and Fortis Bank Nederland. The two in
The information age has put more pressure on banks to adopt technology and innovation to cope with the influx of data and rising security challenges, but banks say the focus should be on building a robust system first.
"This award reflects our never-ending pursuit of being best-in-class, helping private banks and other wealth management firms remove the obstacles of managing and operating client reporting, technology, data aggregation and integrated systems,"
The two firms, with the combination of their technology solutions, breadth of investment products and back-office operation services, are poised to transform the way RIAs deliver scalable, integrated solutions to their customers.