Financial Simplicity (@finsimplicity) 's Twitter Profile
Financial Simplicity

@finsimplicity

Enabling wealth management firms achieve sustainable market leadership without compromise

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linkhttp://www.financialsimplicity.com calendar_today07-10-2009 05:40:42

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Financial Simplicity
@finsimplicity

5 years ago

One of the challenging things about being client-centric with portfolio management is that often clients have investments that are on several platforms, in several currencies, and different asset types. #financialsimplicity #regtech #wealthmanagement #portfolio #innovation

One of the challenging things about being client-centric with portfolio management is that often clients have investments that are on several platforms, in several currencies, and different asset types. #financialsimplicity #regtech #wealthmanagement #portfolio #innovation