QuoteMedia has now incorporated its new Wealth Management module within the Quotestream® suite of Desktop and Mobile streaming applications. This module fully integrates Ndex Systems’ portfolio management application, F Engine, with Quotestream Professional^TM. The relationship will be beneficial for clients from both an economic and powerful functionality point of view.

The renowned research and advisory firm, Celent, has awarded Objectway’s Wealthtech Suite an XCelent Award in the categories Breadth of Functionality and Customer Base. Objectway’s “Advisor & Investor Portal and Mobile Apps and Client Lifecycle Management & Onboarding modules are rich with capabilities that ultimately augment advisor-client interaction, drilled-down automated reporting, advisor efficiency, and comprehensive KPIs. Portfolio Management & Advisory has been and continues to be the solution’s sweet spot.” Celent also noted the Optimiser module is “a new addition to the overall solution which enables wealth managers to achieve mass customization across a large audience of investors while simultaneously aiming to increase their return on margins. The augmented intelligence component and overall scalability of the Optimiser solution is a distinguishing point.”

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