"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,"
By doing so, they have combined the range of services offered by the dwpbank with its extensive experience in the field of US American tax legislation with the software products of COR&FJA to produce an all-inclusive service spectrum that covers the e
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.
The Hannover-based company will be using SimCorp Dimension in the areas of portfolio management, compliance, risk management and performance measurement.
While movements like Occupy Wall Street (OWS) have challenged the inequalities of established financial models, microfinance enables low-income households to have permanent access to a range of high quality and affordable financial services to finance inc
Prima’s clientele includes regional broker-dealers, trust companies, independent RIAs, family offices and seven of the top 20 banks in the U.S. by total assets.
Launched in 2000, and previously available only to Citi customers, Women & Co. is now available to any woman who wants to improve her finances and strengthen her financial foundation.
With assets under management of $90 billion, BMO Global Asset Management is a multi-asset management business operating within BMO Financial Group. SimCorp Dimension will support BMO Global Asset Management's operations in Toronto, Chicago and Milwau
Montanaro is utilising Charles River's Managed Services offering of Application Management and Hosting for the Charles River IMS, designed to help reduce costs and increase ROI by supplying system expertise and hosted infrastructure.