ST. LOUIS--(BUSINESS WIRE)--Moneta announces the launch of its client portal, designed to optimize service with streamlined client-advisor communication, to further support individual financial goals.

Specifically with Time Matters, this latest version of the software marks the first step to developing a more robust Time Matters Client Portal. In the future it may include the ability to share ...

Built on the UBS Investment Bank's award-winning platform Neo, the UBS Asset Management Client Portal (the “UBS-AM Client Portal”) is UBS Asset Management's new digital offering for clients. The aim ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Available via desktop and mobile app, Kingswood Go will allow clients to: ...

Wealth manager Saunderson House will launch a new online client portal in the second half of this year, alongside its new discretionary management service. The plans were alluded to in the parent ...

Integrates WatchDox Technology into Time Matters 13; Provides Cloud-based File Sharing with Enterprise-level Security to Small Law Firms CARY, N.C.--(BUSINESS WIRE)-- LexisNexis® Legal & Professional, ...