Tag: Friedhelm A. Schmitt

fincite, which offers software to transform investment advice from onboarding to reporting, has received a ISO 27001 certification.  ISO 27001 is widely regarded as the...

Wealth management has become increasingly complex for advisors who often juggle up to a dozen different software systems at once. This fragmented setup creates...

Many asset managers remain shackled by outdated systems, despite rising client expectations and stricter regulatory frameworks.