wealth management software
Nov 25, 2020 8:32:00 AM | Blog
wealth management, wealth management software, sustainable investments, ESG
wealth management, wealth management software, sustainable investments, ESG
How to integrate ESG in investment advisory
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.
Oct 21, 2020 9:38:08 AM | Blog
wealth management, wealth management software, MiFID, sustainable investments, ESG
wealth management, wealth management software, MiFID, sustainable investments, ESG
ESG – a trend turned regulation
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.
Oct 11, 2019 10:21:00 AM | Blog
digital private wealth, wealth management software, digital wealth management, wealth management solutions
digital private wealth, wealth management software, digital wealth management, wealth management solutions
What makes an effective digital wealth management solution?
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.