Tag: PMS

Dezerv, a technology-driven wealth management platform founded in 2021, has raised ₹350 crore ($39m) in a Series C funding round, bringing its total capital...

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management.