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Financial management for IT services
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1	THOSE EUREKA MOMENTS INFORMATION // JULY 2016 It must be in our D.N.A. - we are constantly looking to improve our offering for professional intermediaries and their clients. By bringing our institutional investment dis Add to Reading List Source URL: www.7im.co.uk Language: English - Date: 2016-07-22 05:47:27 Economy Finance Money Financial services Moneyfacts Citywire Investment Defaqto Financial adviser Investment management Star Suffolk Life
2	On the road to success Eighteen months on and the company is riding high. It has just landed a further £1.8m from the Regional Growth Fund to assist in the setting up of a publishing operation for its innovative Auto Cl Add to Reading List Source URL: www.northeastfinance.org Language: English - Date: 2012-09-06 06:43:16 Economy Finance Money Investment Venture capital Financial services Equity securities Funds Angel investor Investment fund Investment management International Finance Corporation
3	Report Zone What is Report Zone? Report Zone is a sophisticated web based reporting tool for Advisers using the Novia wrap platform. It provides access to an extensive range of user friendly Management Information (MI) r Add to Reading List Source URL: www.novia-financial.co.uk Language: English - Date: 2016-05-09 06:01:12 Economy Finance Financial services Financial risk Investment Investment management
4	IT packages for Solvency II Deloitte 2014 market survey September 2014 The IT perspective of Solvency II Add to Reading List Source URL: www.addactis.com Language: English - Date: 2014-10-06 09:01:28 Business Economy Systemic risk Financial services Deloitte Rockefeller Center Solvency II Directive Data quality Asset liability management Privately held company
5	Scivantage Investor™ Next Generation New platform transforms online Investment experience for brokerage firms and banks through flexible, usercentered design architecture The rise of the self-directed market and an evo Add to Reading List Source URL: www.scivantage.com Language: English - Date: 2016-04-28 20:29:28 Finance Money Economy Investment Financial services Financial markets Prime brokerage Market data Wealth management Investing online Brokerage firm Do-it-yourself investing
6	Achieve Your Financial Goals Morningstar Investment Management Whether it’s renovating your house, paying for your child’s education, saving for retirement or travelling overseas, everyone’s financial goals are di Add to Reading List Source URL: morningstarinvestments.com.au Language: English - Date: 2016-07-01 02:33:51 Investment Financial services Funds Investment fund Finance Investment management Asset classes
7	FinTech and the Push for Transformation Readiness by Michael Heffner, Global Industry Practice Leader, Appian Corporation The future has always been a moving target. It’s like a hockey game, where the puck moves in eve Add to Reading List Source URL: www.ciosummits.com Language: English - Date: 2016-03-21 09:31:33 Management Financial services Customer experience management Marketing Financial technology Customer experience Service Business model Strategic management Social media in the financial services sector
8	Quay Global Real Estate Fund Monthly performance update As at 30 June 2016 return. Our exposure to the GBP accounted for almost half of the currency performance as it declined more than 10% Add to Reading List Source URL: www.bennelongfunds.com Language: English - Date: 2016-07-11 01:07:26 Investment Financial services Funds Financial risk Investment management Real estate investment trust National Association of Real Estate Investment Trusts Net asset value European Public Real Estate Association Rate of return FTSE Group
9	WEALTH MANAGEMENT SHOULD START WITH A CONVERSATION ABOUT YOU YOUR WEALTH MANAGEMENT PROGRAM IS A SERIOUS ENDEAVOR, one that calls for skill, trust, commitment, responsibility, and performance; but mostly, it Add to Reading List Source URL: www.selectone.us Language: English - Date: 2014-04-30 13:30:39 Investment Financial services Financial risk Actuarial science Investment management Finance Asset allocation Tactical asset allocation Wealth management Asset classes Robert D. Arnott Betterment
10	Flying cross-border is possible Just visit www.crossborderplans.com and discover the Previnet’s new opportunities for: - Cross-border and domestic pension schemes - IORPs Add to Reading List Source URL: www.previnet.it Language: English - Date: 2015-04-22 02:27:39 Financial services Employment compensation Pensions in the United Kingdom Pension funds Investment Pension Life annuity Master Trust Small Self Administered Scheme Alberta Investment Management Corporation

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