White papers

Improved management of clients’ monies by wealth managers and achieving best practice compliance

Manage client expectation with a full cash management and banking platform

Improved management of clients’ monies by wealth managers and achieving best practice compliance

Alternatives in fixed income investing

Discover why investors seek exposure to alternative investments

Alternatives in fixed income investing

Drive client growth with reliable data management

Seize the data with expert advice

Drive client growth with reliable data management

Improve multicurrency collections and receivables management with virtual bank accounts

Improve automation of cash management operations and processes with the latest innovations in both the banking and non-banking industries

Improve multicurrency collections and receivables management with virtual bank accounts

How Alternatives have become mainstream and why they’re changing the investment landscape

Find out how the popularity of alternative investments means to financial advisors and the wealth management landscape

How Alternatives have become mainstream and why they’re changing the investment landscape

Survey: Investors and advisors focusing on these ETFs in Q4

Read why advisors and investors are taking a more reserved approach to asset allocation and leaning towards more defensive index ETFs

Survey: Investors and advisors focusing on these ETFs in Q4