Fiserv, Inc., a provider of financial services technology solutions, is rolling out a Unified
Wealth Management Platform for adviser clients.
Not exact matches
Endurance Lending Network is a web - based lending
platform that connects small businesses looking
for up to $ 500,000 of debt capital with nontraditional lending sources (accredited individuals, family offices,
wealth management platforms, debt funds, etc.).
Centered on innovation, the tangible LOFT spaces provide a
platform for employees across the company to collaborate and devise new technological solutions
for Manulife's various
wealth and asset
management, and insurance business lines.
I've been thinking about signing up
for an online
wealth management company
for a long time because I have over 35 financial accounts across five banks (USAA, CIT Bank, Citibank, BoA, First Republic) and two online trading
platforms (E * trade and Fidelity).
UBS committed last year to spending $ 1 billion to unify the IT
platform for its
wealth management business.
Product Level 3 * — please select — Analytic Tools Best Execution BondEdge Business Entity Service Colocation and Proximity Hosting Connectivity Connectivity & Feeds Consolidated Feed Continuous Evaluated Pricing Corporate Actions Cscreen DataX Desktops & Tools Econfirm End of Day Evaluations ETF Valuations & Index Construction Evaluated Pricing EvalueX Exchange Data Fair Value Information FATCA FutureSource Historical Market Data ICE Benchmark Administration ICE Block ICE Derivatives Analytics Suite ICE Energy Indices ICE Link
for CDS ICE Options Analytics ICE Trading
Platform Index Services Instant Messaging ISVs Liquidity Indicators Managed Services Market - Q Meteorological Reports MiFID II MPV News & Alerts NYSE Data NYSE Index Services Oil & Natural Gas Commentary OTC Data Petroleum Refining and Nat Gas Alerts Post-Trade Price Discovery & Execution Pricing & Analytics Quote and Data Distribution Real - Time ICE Markets Data Reference Data Regulation SFTI Global Market Access SFTI Low Latency Solvency II Terms and Conditions Tick History Trade Vault US Treasury Bond Index Series Vantage View Only Quotes
Wealth Management Other
Product Level 3 * — please select — Analytic Tools Best Execution BondEdge Business Entity Service Colocation and Proximity Hosting Connectivity Connectivity & Feeds Consolidated Feed Continuous Evaluated Pricing Corporate Actions Cscreen DataX Desktops & Tools Econfirm End of Day Evaluations ETF Valuations & Index Construction Evaluated Pricing EvalueX Exchange Data Fair Value Information FATCA FutureSource Historical Market Data ICE Benchmark Administration ICE Block ICE Derivatives Analytics Suite ICE Energy Indices ICE Link
for CDS ICE Options Analytics ICE Trading
Platform Index Services Instant Messaging ISVs Liquidity Indicators Managed Services Market - Q Meteorological Reports MiFID II MPV News & Alerts NYSE Data NYSE Index Services Oil & Natural Gas Commentary OTC Data Petroleum Refining and Nat Gas Alerts Post-Trade Price Discovery & Execution Pricing & Analytics Quote and Data Distribution Real - Time ICE Markets Data Reference Data Regulation SFTI Global Market Access SFTI Low Latency Solvency II Terms and Conditions Tick History Trade Vault US Treasury Bond Index Series Vantage View Only Quotes
Wealth Management Other
Following an emerging pattern among wirehouses, UBS
Wealth Management plans to trim the number of mutual funds listed on the
platform advisers use to select investments
for clients.
As technology
platforms have evolved,
wealth management firms have been able to provide clients with access to a broader range of products, but have consequently been subjected to increased regulatory pressure, making it imperative
for these firms to ensure their legal and compliance teams are adequately resourced.
He says resources and capacity to build effective economic development and sovereign
wealth management and investment
platforms are limited
for First Nations.
In our long - term vision WealthMan is the most intelligent, safest and fastest
platform for wealth management that gains accepted industry - wide.
Tags
for this Online Resume:
Management, Securities,
Wealth Management, Asset Backed Securities, Audit, Banking Industry, Bankruptcy, Bloomberg, Budgeting, Cash Flow, Inflight Media, International Marketing, Advertising, China Social Media
Platform
Katherine has joined Besyata from Bank of America, where she structured and ran private equity funds
for the $ 65B
wealth management platform.
Named to this role in 2012 in conjunction with MetLife's launch of its real estate asset
management business, Wilsmann is responsible
for leading MetLife's $ 20 billion direct property investment
platform, investing on behalf of the MetLife General Account as well as institutional investors including public and private pension funds and sovereign
wealth funds.