Page 3 - Wealth Platform News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Stay updated with breaking news from Wealth Platform. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

Top News In Wealth Platform Today - Breaking & Trending Today

Advisor Solutions by Purpose Platform Selected by Verecan Capital Management Inc. to Deliver Unique Wealth Management Experience

Published: July 12, 2023

Newly independent portfolio management firm selects the Advisor Solutions by Purpose platform to offer an exemplary experience to clientsTORONTO, July 12, 2023 (GLOBE NEWSWIRE) -- Advisor Solutions by Purpose (“ASP”), a leading technology platform and practice management provider, today announced that Verecan Capital Management Inc. (“Verecan”), a newly formed portfolio management firm, has chosen ASP to provide the technology, operational and strategic support to facilitate Verecan’s vision for

Source: yahoo.com

SCB WEALTH embraces becoming a 'Digital Bank with Human Touch,' winning Best Private Bank for Digitally Empowering RMs award

Published: July 10, 2023

SCB WEALTH embraces becoming a Digital Bank with Human Touch, winning Best Private Bank for Digitally Empowering RMs award, strengthening wealth platform innovation leadershipDr. Sathit Pongtanya, First Senior Vice President of the Wealth Planning

Source: newswit.com

Related Topics:

Sathit Pongtanya Office Team Siam Commercial Bank Family Office Wealth Banking Group Digital Bank Raffles Hotel Human Touch Best Private Bank Digitally Empowering First Senior Vice President Wealth Planning Wealth Platform Investment Office Product Function Global Private Banking Innovation Awards Digital Banker Relationship Managers

WealthStack Roundup: News From Opto, Pontera And IMTC

Published: February 10, 2023

Last week, New York-based Pontera announced its integration with the Envestnet | Tamarac platform.

Source: wealthmanagement.com

Related Topics:

Benjaminf Edwards Joe Lonsdale Envestnet Tamarac Carson Group Morningstar Office Opto Investments Merchant Investment Management New York Based Pontera Black Diamond Wealth Platform Edwards Wealth Three Investment Reynders Mcveigh Capital Management New York Based

CGI and National Bank of Canada expand their partnership

Published: February 2, 2023

/PRNewswire/ - CGI (NYSE: GIB) (TSX: GIB.A) and National Bank of Canada (the "Bank") (TSX:NA) announce today they are expanding their long-standing...

Source: prnewswire.com

Related Topics:

Jamie Holland Olivier Savoie National Bank National Bank Investment Canada The Bank Industry Solutions Stock Market Wealth Platform Senior Vice President Cgi Inc