Debra will focus on educating, connecting, and helping wealth management firms differentiate themselves by providing their clients with improved access to alternative investments, and simplified asset management solutions for their practices.
It’s Time to Rewire Our Digital Infrastructure
Share this article
Patrick will be a part of IOI Capital and Markets’ growing network of professionals and he will focus on the financial advisor space, with an emphasis on alternative investments.
iownit and Sudrania Deliver a Digital Solution with Straight Through Processing for Private Investments
Through their partnership, Sudrania and iownit will enable asset managers to expand access to private products, seamlessly create investment vehicles, and provide their clients with a simplified investment process.
You will receive top insights this month.