12/03/2019
The SEI Developer Portal is designed to arm developers with tools and content to integrate features and functionality across front-, middle- and back-office services using registered applications, API keys/secrets and SEI’s various licensed API prod
12/02/2019
The result is wealth managers achieving straight-through processing rates that are near 100%, with automation dramatically reducing the risks of human error and delivering compelling improvements in efficiencies”
11/29/2019
The platform, used by more than 75 financial institutions in Europe and Asia, will be integrated with Pascal’s best-in-class user experience and client-engagement and management modules.
11/22/2019
Wealthspire Advisors, an independent investment adviser, has launched Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platfor