Understanding Cloud Computing for Wealth Management

In scenarios such as Single-family Offices, or where High Net Worth individuals are managing a significant personal portfolio with help simply from accounting staff, there is a need for an uncomplicated and user-friendly software system to deliver:

  • the recording of financial transactions,

  • basic performance evaluation and reporting,

  • simplified...

Topics: Wealthtech digital transformation

Tony Solomou
By Tony Solomou
March 14, 2016
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