Tag : investor portal

SEI Launches Enhancements to Advisor Technology Suite
Digital Finance News Technology

SEI Launches Enhancements to Advisor Technology Suite

PR Newswire
by PR Newswire0
Investor Portal Powers Personalized, Connected Experience for Advisors and their Clients SEI announced the launch of enhanced technology capabilities in its Investor Portal, a white-labeled solution within SEI Connect that enables advisors to provide clients a full picture of their financial lives. According to Cerulli Associates’ “State of Wealth Management......
Altana Wealth Selects Edgefolio to Grow AUM and Deliver an Excellent Investor Experience.
Investment Services News

Altana Wealth Selects Edgefolio to Grow AUM and Deliver an Excellent Investor Experience.

PR Newswire
by PR Newswire0
The firm will leverage FundPortal to scale marketing and drive investment across its innovative and niche strategies Edgefolio Group announced that Altana Wealth, a London and Monaco-located fund management company, is live on FundPortal, Edgefolio’s all-in-one fund marketing and investor relations platform for fund managers. Altana will now benefit from a gated investor portal,......
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