Archives for November 13, 2019

WealthTech Talks: The Modern Portfolio Management System for Wealth Managers

November 13, 2019 by Yury Kolerov

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…

Filed Under: Accounting, APIs, Asset management, Efficiency, Family office, Wealth management Tagged With: APIs, back-office accounting, deal flow, efficiency, integration, portfolio management, wealth managers

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