Archives for November 13, 2019

WealthTech Talks: The Modern Portfolio Management System for Wealth Managers

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What trends are influencing the development and capabilities of today’s portfolio management systems? How can evolving wealth manager needs shape the future of these systems? These were among the many questions that Mike Slemmer, FundCount’s COO Americas, and fellow panelists addressed in this engaging webinar sponsored by The Wealth Mosaic. Integration is Key Modern portfolio…

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