Category: Featured

Comply with GDPR requirements with help from the local government

Gathering information from the government used for tax purposes saves both the client and the wealth manager a lot...

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Digital sales strategies for Wealth Management; Part one Marketing Automation

How can we switch from an analog to a digital sales strategy? Digital sales start with a good website...

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Asset Code chooses for the SCOPE KYC Cloud Portal

Asset Code will use SCOPE KYC for the intake of new clients. This makes Asset Code a launching customer...

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