wealth management software
wealth management, wealth management software, sustainable investments, ESG
We don’t see ESG as merely a simple data attribute – we see it as a way to introduce new dimensions when talking about investments with end-clients. Therefore, it has to be implemented as an integral part of your investment advisory process, on par with other elements like asset allocation, performance and risk.
wealth management, wealth management software, MiFID, sustainable investments, ESG
If you maintain a sustainable lifestyle and set out to buy both tomatoes and an investment fund, you will quickly notice that your purchase decision regarding the vegetables is grounded in more fact than the one for the fund.
digital private wealth, wealth management software, digital wealth management, wealth management solutions
Digital wealth solutions have become a priority for financial firms catering to tech savvy investors. Read on to find out what features such solutions need.