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We are very pleased with the professional support provided by EAM.Technology in the evaluation and implementation of our Portfolio Management System. The team has very well understood our requirements and concerns and has actively represented our interests throughout the entire implementation project. The project management has been particularly valuable bringing considerable operational relief throughout the project and has much contributed to actively manage project risks. We are grateful for EAM.Technology’s excellent work and can gladly recommend them.
We highly appreciate the collaboration with EAM.Technology, which actively supported us from the evaluation to the implementation of our new portfolio management system. The team very well understood our needs. With the help of EAM.Technology, we got a smooth contract negotiation, high level of operational relief as well as crucial representation of our interests towards the vendor during the project. With its expertise and experience in project management, the team made a significant contribution to the success of the project.
Der External Asset Management (EAM)-Sektor steht vor einem wegweisenden Paradigmenwechsel, angetrieben durch technologische Innovationen, veränderte Kundenerwartungen und die neueste FINMA-Regulierung. Inmitten dieser Transformation präsentiert …
Eine auf unabhängige Vermögensverwalter spezialisierte Beratungsfirma partnert mit dem VSV. Was das den Mitgliedern der Branchenvereinigung bringen soll. Der Verband Schweizerischer Vermögensverwalter (VSV) ist eine Partnerschaft …
Unabhängige Vermögensverwalter stehen heute vor der Herausforderung, ihr Betriebsmodell kontinuierlich anzupassen. Dabei kann Outsourcing eine Rolle spielen, wenn es um die Konzentration auf die …