Tag : wealth experience

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution
Finance Investment Services News

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution

PR Newswire
by PR Newswire0
New Applications Help Advisors Connect Investors to What Matters Most SEI announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth......
AB Capital Group Chooses Innovative SS&C Platform to Propel Business
Finance News

AB Capital Group Chooses Innovative SS&C Platform to Propel Business

Fintech News Desk
by Fintech News Desk0
Philippines-based financial services provider selects SS&C Aloha to power new wealth business SS&C Technologies Holdings, Inc. announced AB Capital Group has chosen the new innovative platform SS&C Aloha to advance its investment operations, revamp core infrastructure and support its growth objectives. AB Capital Group manages P30 billion in equity, balanced and money market funds, and segregated investment......
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