FinTech Revolutionizing Managed Accounts – Part 2Streamlined Investment Management Practices Advisors running several different client investment portfolios are faced with the burdensome task of constantly having to manage and even trade each of the portfolios...
FinTech Revolutionizing Managed Accounts – Part 1 Advances in FinTech mean you no longer have to wait for next day allocations and reporting for your unified managed accounts. After all, why is there a delay when the securities are electronically traded?...
