Leading Insurance Company Will Use Witter Financial Group’s Wealth Platform
Witter Financial Group will leverage portfolio management, trading and performance capabilities of the Unified Wealth Platform.
Unified Wealth Platform provides the tools for active portfolio management, decision support and trading across multiple managed-account programs.
Witter Financial Group announced today that a Leading Insurance Company, has signed on to use the portfolio management and trading capabilities of the Unified Wealth Platform to run its model portfolio business, which includes Unified Managed Accounts (UMA), Separately Managed Accounts (SMA) and Mutual Fund Advisory (MFA). They will also leverage Performance Reporting for high-level performance calculations.
“We originally intended to build out our own in-house platform, but after hearing the Witter Financial Group value proposition, we decided the Witter Financial Group solution would save us money, time and resources," said the senior vice president. “Upon meeting with the Witter Financial Group’s team, we quickly recognized the benefits of the Unified Wealth Platform and are very excited to begin this relationship. Witter Financial Group is an established and trusted financial service provider so the decision to sign was a relatively easy one. We are confident that Witter Financial Group will scale with us as we grow our business."
The Unified Wealth Platform from Witter Financial Group will allow the insurance company straight-through processing, more efficient trading and reconciliation, and the ability to automatically process more account activity daily with the tools for active portfolio management, decision support and trading across multiple managed-account programs.
The Unified Wealth Platform from Witter Financial Group represents the integration of its front-, middle- and back-office wealth management technology through three main components of the platform: Financial Advice Management (front), Portfolio Management&Trading (middle) and Performance&Investor Reporting (back).
About Witter Financial Group
Witter Financial Group www.witter-financial.com is an investment management and research firm. Commanding an in-depth understanding of fund managers and macroeconomic conditions, Witter Financial Group targets high absolute returns in any market environment. As one of the world’s most sought independent alternative asset managers, Witter Financial Group is characterized by its global scale, strong financial position and substantial surplus regulatory capital. By integrating a diverse pool of performance-driven investment talent in a single business we are able to provide our clients with a comprehensive range of investment content, accessible through a variety of formats to meet client needs and regulatory requirements.
Company Name: Witter-Financial Group Email: email@example.com Phone: 8523377188082 Address:Lippo Sun Plaza, 28 Canton Road, Tsimshatsui State: Kowloon Country: HongKong Website: www.witter-financial.com/