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"There’s an ease to going online to complete a transaction. Customers get an email letting them know the mortgage transfer is ready to go live - we don’t have to press a button or anything like that. It’s all done through APIs. Feedback has been really positive about how easy …
“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.”
Limina's investment management software helps everyone on your team from portfolio managers to investment operations save valuable time with smooth workflows & smart automation. Front-to-NAV: All your investment workflows in …
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to …
Preqin is the Home of Alternatives, foremost provider of data, analytics and insights to the alternative assets community. From pioneering rigorous methods of data collection to developing a revolutionary platform, …
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