Wealth Management Platform

June 17, 2016

Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LPs

“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
April 25, 2016

Wilshire Launches Wealth Management Platform

Unified Managed Account Solution Combines Wilshire’s Institutional Research Expertise with Vestmark’s Market Leading Technology and Services Wilshire Funds Management, a business unit of the global investment […]
//]]>