Implementation
Delaware installs Quantifi XL
Solution. Advisors can deploy the system, add their clients' individual holdings and interests into their Salesforce contacts and the Dow Jones system will immediately return client news matches, enabling them to better engage affluent clients.
Sky sees scalability benefits with Indata
Sky Investment Group, a $200 million investment and wealth manager primarily serving private clients, has achieved operational scalability and automated data management capabilities following its implementation of Indata's Investment Management System …
Sterling Capital automates billing process with new Advent system
Sterling Capital Management, a Charlotte, North Carolina-based long-only investment manager with $10.5 billion in fixed-income and equity assets under management, is live on Advent Software's new billing and revenue management application, Advent Revenue…