Villicana’s team uses Advisor Workstation to dive into investment research, analyze portfolios, and create proposals. Today, Aspirational Wealth Management has over $100 million in AUM.

We support you in developing a scalable advisory model with our state-of-the-art cloud technology, founded on our leading wealth management DNA. To increase your hit rate, UBS Partner provides you ...

Wealth managers, financial advisors, trust officers and asset managers use Zephyr to propose a portfolio against a client's ...