Posts Tagged: self-service

The wealth management industry is at risk of pushing potential investors down the DIY route unless it does more to make its services accessible. This stark warning comes from StatPro client, Whitechurch Securities’ managing director Gavin Haynes, who argues that his company is competing more against the execution-only platforms than its wealth management peers. Read more…

If fund administrators, large or small, wish to offer their clients a better service, then they need to consider their IT infrastructure and whether it will enable them to grow quickly or hold them back. It is totally clear that the cloud offers not only the scale that is required to process increasing volumes of data, but also that the deployment of multi-tenant solutions is the only technological way forward. Read more…