Wealth Managers

Wealth management is a highly diverse sector that comprises business of all styles and sizes; from independent asset managers and family offices to large investment firms and private banks. However different their characteristics, the challenges these firms face are to a large extent common: they all need integrated portfolio management systems which combine information for different asset classes, transactions from different brokers, detailed portfolio accounting and comprehensive reporting, while at the same time optimize model portfolios and adhere to the characteristics of different investor profiles.

Investment Management - Icon with bacground
Wealth portfolio managers, be them small or large, have to continuously address a number of post-trade challenges, such as the consolidation of...
Risk & Portfolio Management - Icon with bacground
Risk and Performance are two faces of the same coin, therefore they should be examined together. However, because they use different mechanics they...