Tags Posts tagged with "Investment Management Platform"

Tag: Investment Management Platform

Financial Well Being – The 2020 New Year Checklist

Yes, it’s that time of the year again, the time to make those resolutions for the year that we inevitably end up breaking by...

What to Expect from Wealth Management Platform in 2020?

2020 promises to be a year of fundamental shifts for the Wealth and Asset management industry. The evolving technology landscape and digital transformation of...

How AI is Changing the Face of Portfolio Management

Over the past decade, the Wealth Management industry has undergone a sea change. There has been an exodus of customers with actively managed portfolios...

5 Keys To Successful Investment Portfolio Management

1. Make your bets on companies whose business model you understand It’s always essential to completely understand what you’ve invested in rather than invest in...

5 Things To Look For In An Effective Wealth Management Software

Over the past decade, wealth management as we know it has undergone a digital transformation. Wealth Management firms, family offices are increasingly recognizing that...

How analytics makes wealth management unbiased?

Investment managers of today are out chasing the alpha. They are expected now, more than ever, to justify their management fees by giving a...

Predictive analytics in wealth management The new normal

The wealth management landscape is ever-evolving and wealth management firms of today are increasingly adopting cutting edge technology to cater to tech-savvy millennials. The...

Here’s why you need hybrid advisory for Investment Management

The introduction of Robo Advisory has received mixed reactions from wealth and investment managers. While the tech-savvy managers have been quick to appreciate the value...

Is Robo-Advisor a good investment manager?

Are you thinking of integrating a robo advisory platform into your wealth management? Maybe you have been considering a lot about it and want to...

The science and art of choosing the right Investment Management Solution

Choosing an investment management solution is a rather difficult task, especially when there are many options to choose from. You want to make the...