The service, marketed as Tercero Cloud, fully integrates an open digital portal, including published APIs, enabling clients to design their own user experience whilst retaining the benefits of a fully-proven, core processing system.
Multrees is offering instant transaction reporting, not just where it acts as a custodian, but for all assets on its platform.
Expanding data aggregation to serve the accounting needs of endowments & foundations, trust organizations, family offices and other private fiduciaries
The issue amounts to 122 million euro, whose highest share is Objectway's, with a 18 million euro bond.
Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth
Our success so far, with over 20,000 clients across three geographies, proves that our digital sign-up process via desktop or app is very well accepted.