Wealth Management
Wealth Management
Asset Management
We have deep expertise in all aspects of Wealth and Asset Management, rangin from front office applications, back office, data/reporting and regulatory concerns. Our expertise extends from building new platforms to integrating with 3rd party back office vendors also front office applications like CRM, Financial Planning, Performance Reporting, Billing, etc
We can create a technology framework for wealth and asset management firms that will allow the firm to assess platforms and risk.