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“There’s an efficiency there that brokers appreciate too. I’d say around 75% of the product transfers from brokers are now done via the digital rate switch functionality. Take up has been really positive.”
“The support from Iress has been fantastic. Having knowledgeable support staff at the end of the phone means the vast majority of our queries are resolved quickly.”
Delio mission is simple they want to help a broad range of financial institutions to connect their clients with private investment opportunities quickly, transparently and compliantly. And because they’re authorised …
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. They know the foundation to do that already exists in the …
SS&C Salentica goal is to eliminate redundancies for their key stakeholders, including employees, partners and clients, while exceeding expectations and building long-term partnerships. Respecting and protecting their clients’ confidential information …
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