Making the switch from PortfolioCenter to Black Diamond

The challenge then, for Berman McAleer was to take on this data conversion task. “I personally reviewed over 350,000 lines of data during the year that it took to make the switch,” says Kim Silvestri, Director of Investment Operations.


Is there a role for the branch in the digital world?

In the past few years several opinion surveys have come back with similar responses to this question. Americans surveyed say that they still want bank branches for when they have issues with the bank, or because they still frequent the bank for their ever


Connected Wealth Management

This is all achievable due to technology and it is this technology that those in the private client industry wish to exploit.


Avaloq unveils fintech platform

avaloq.one aims to seamlessly connect leading fintechs and their solutions, to Avaloq’s global financial clients.