Post by account_disabled on Jul 22, 2023 8:08:07 GMT
Points out the BC. Read too: Central Bank announces new features for Pix in case of fraud and failures Understand how the conciliation system can be a partner for your company Therefore, to be efficient in a space of strong competition, managers need not only good technologies, but also intelligent tools that bring synergies to assist in decision making.And one of the solutions that can help different investment funds.
Family offices, brokerages and wealth management companies in general arises from the partnership between Sinqia, a leader in technology for the financial market, and TechRules, a Spanish company USA Phone Number List specializing in providing wealth management software for financial institutions. While TechRules has front-office devices, Sinqia works to offer customers, such as managers, independent agents or financial planners, technologies for the back-office. In this way, companies can have access to a wide range of integrated solutions.
Which allow them to create digital spaces for customers and various APIs, work on portfolio consolidation and management, prepare customized reports, carry out profitability and risk analyzes, carry out transaction simulations, perform the onboarding of new customers, be up to date with regulatory and compliance obligations, automate the collection of taxes and make accounting management easier. All this allows the financial institution to customize the offer of products and services for consumers, increase the productivity of financial consultants and gain operational efficiency with scalable and flexible architectures.
Family offices, brokerages and wealth management companies in general arises from the partnership between Sinqia, a leader in technology for the financial market, and TechRules, a Spanish company USA Phone Number List specializing in providing wealth management software for financial institutions. While TechRules has front-office devices, Sinqia works to offer customers, such as managers, independent agents or financial planners, technologies for the back-office. In this way, companies can have access to a wide range of integrated solutions.
Which allow them to create digital spaces for customers and various APIs, work on portfolio consolidation and management, prepare customized reports, carry out profitability and risk analyzes, carry out transaction simulations, perform the onboarding of new customers, be up to date with regulatory and compliance obligations, automate the collection of taxes and make accounting management easier. All this allows the financial institution to customize the offer of products and services for consumers, increase the productivity of financial consultants and gain operational efficiency with scalable and flexible architectures.