February 1, 2007
Real-Time Wealth Management
Anthony Guerra lists CashEdge as a key technology provider in his article about unified managed accounts and unified managed households as part of a trend to electronically aggregate a client's holdings so that wealth managers can have a more complete financial picture their clients' assets.
"'In order to really do tax management, you need to look into all of the accounts that the client has. And that's the UMH concept - to get a client-level view of assets and then do services at the client level.' Alois Pirker, Senior Analyst, Aite Group".