Articles & Case Studies

Articles

GT News - June 2006
The effects of MiFID on trade, portfolio and client relationship management

STP Magazine - January 2006
Does size matter in the successful provision of wealth management services?

Wealth Technology - Winter 2005
Tom Brady, CEO interview - The future of private client wealth management systems

STP Magazine - September 2005
Getting to grips with EUSD

WealthNet - January 2005
SIPPS: an investment opportunity not to be missed

WealthNet - November 2005
Compliance - a driving force behind proper financial planning?

Case Studies

Hargreave Hale implements integrated system to support growing Contracts for Difference business