11 reasons stopping Wealth Managers from going digital …


Third Financial launch ‘TERCERO POD’

The Pod has been equipped with these new features already, and will be open for clients to try in order to provide feedback before it is implemented on site.


SEI Reports First-Quarter 2017 Financial Results

Our advanced solutions are at the center of what will help our clients sustain their success, while helping us achieve sustainable growth and provide increased shareholder value.


Jack Ma Goes After Robo advisors In China

Clients then track the performance of what was recommended to them and can compare their decision to other options made available at the time of the investment.


StatPro to acquire UBS Delta

The acquisition is phased over three to five years as StatPro incorporates UBS Delta’s functionality into its flagship product, StatPro Revolution.