What is ‘Asset Management’
Asset management is the direction of a client’s cash and securities by a financial services company, usually an investment bank. The institution offers investment services along with a wide range of traditional and alternative product offerings that might not be available to the average investor. The account is held by a financial institution and includes checking writing privileges, credit cards, debit cards, margin loans, the automatic sweep of cash balances into a money market fund and brokerage services.
Document Management
- Document Indexing & Linking
- Document Classification
- DMS Support LCS, CoreWorx, Sharepoint