Portfolio systems vendor Data Exchange Inc. is making a sample request for proposal for potential customers seeking portfolio management systems. Data Exchange executives say that the sample RFP is being issued as a service to users, but concede that they hope the move will stimulate interest in Data Exchange's DX/V system.
"This outline offers clients a basis for comparison of systems," says Data Exchange president Bruce Hechler. "We have a good insight into what firms need. Sharing this kno
While at Sibos Toronto, James shares some interviews covering topics on blockchain, fintechs and cybersecurity.Subscribe to Weekly Wrap emails