As we transition our Wealth Intelligence platform from on-premise to SAAS (software as a service) into the Amazon Web services...
In this article, Matt Gunnell, our Product Manager, Wealth Management Solutions talks about the recently launched Wealth Intelligence (WIN) Platform in...
There is a growing awareness in wealth management circles concerning the need for wealth managers and financial advisors to preserve...
On December 20, 2017 the European Securities and Markets Authority (ESMA) issued a statement to support the smooth implementation of...
I attended the PIMFA MiFID II Conference on Tuesday 24th October, and it was pleasing to hear some very positive...
In June, the European Commission announced the application date of MiFID II and MiFIR had been delayed by one year...
THE CHALLENGES Hargreave Hale provides stockbroking, investment management and fund management services to private investors, trusts, companies and charities across the...
Leading insurance company Watercircles successfully migrated their policy and claims processing systems with Contemi’s modern web-based systems. Private insurance firm Watercircles in Scandinavia targets responsible...
ABSTRACT Historically Killik & Co have outsourced much of their back office processing. To differentiate themselves from their competitors they wanted...
