WSC Group And CallanIn Partnership To Offer Wrap-Fee Portfolio Service
TECHNOLOGY STRATEGIES
WSC Group Inc., parent of Belvedere Financial Systems Inc., will provide Belvedere's Microport portfolio management system to sales participants and money managers. These groups will join in a national investment planning program organized by Callan Associates Inc., a San Francisco-based investment management consulting firm.
WSC and Callan decided last year to join forces to promote a portfolio management services to wealthy individuals and retirement plans of $50 million or less.
Under the
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact [email protected] or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact [email protected] to find out more.
You are currently unable to copy this content. Please contact [email protected] to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email [email protected]
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email [email protected]
More on Back-Office Technology
Waters Wavelength
Waters Wavelength Podcast: Episode 229 (World Backup Day)
On this episode of the Wavelength Podcast, Wei-Shen and Tony discuss their backup data habits.
Subscribe to Weekly Wrap emails
Most read
- Sell-Side Technology Awards 2021: All the Winners
- Not all digital securities were created equal
- Citi, other banks set to ink ‘Octopus’ deal for new multi-bank CLO platform
- Witad Awards 2021: EDM professional of the year (newcomer)—Saori Fotenos, IHS Markit
- A kick in the privates: In-demand unlisted stock trading faces tech, transparency challenges