e-AMIS, the intuitive wealth management system
Of course, RIA custodians haven’t been sitting still while all of this technology was been flying around. Almost 20 years ago, they started realizing the benefit of having a technology…
Of course, RIA custodians haven’t been sitting still while all of this technology was been flying around. Almost 20 years ago, they started realizing the benefit of having a technology…
EFFECT Fees module offers fully parametric platform for fees management, taxes, expenses and other charges, which is applying calculations of any kind in any currency. According to the Firm’s pricing…
Our platform streamlines your admin, connecting to all leading back-office and data services, allowing…… Automated modules embedded in the platform amplify operational efficiency, which results in cost reduction, saved time,…
It transforms the way you do business and provides you and your advisors with a seamless user experience. Get deep insights into your global portfolio management with descriptive analytics. In…
However, bespoke investment recommendations, based on risk profiling, life goals and preferences, remain a high-value requirement. In addition providing sophisticated and personalised omnichannel digital services throughout the customer lifecycle has…