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Wealth Management

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ALSO CALLED: Money Management, Investment Management
DEFINITION: The process of managing money, including investments, budgeting, banking, and taxes.
Wealth Management Reports
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4 Key Trends Reshaping Wealth & Asset Management
sponsored by Sage
EBOOK: For banks and FSIs, the transition to remote work is having a big effect on wealth & asset management processes. Explore the 4 key trends reshaping these processes for the rest of 2020 and beyond in this eBook.
Posted: 21 Jul 2020 | Published: 21 Jul 2020

Sage

A Best Practice Guide to Family Office Technology
sponsored by Advent Software, Inc
WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
Posted: 08 Nov 2010 | Published: 08 Nov 2010

Advent Software, Inc
2 Matches

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