Logiciel de gestion de portefeuilles pour gérants et family offices
For you to be groomed into one such holistic leader and handle larger portfolio within the organisation he can provide necessary guidance. Hybrid financial advice, on-demand access and digitization and science-based advisory services are the new callouts for wealth management platforms. I know this because a segment of our consulting business is focused on helping broker-dealers, banks, and asset managers to actually integrate software products that claim to offer seamless integration! I tell all of our clients to forget everything the salespeople told you about how well their application integrates with other vendors, and plan on starting from scratch. It’s … Read more
