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Working with the EAM.Technology team on our PMS and CRM implementation project has been an extremely positive experience. From the very beginning, the team impressed us with their professionalism, flexibility, and deep understanding of our needs. With a particular focus on project management, business analysis, and data migration, the project was structured and driven forward with clear purpose. The operational relief we gained was tremendous, and the team’s clear communication and strong commitment played a key role in minimizing project risks. We are confident that EAM.Technology is the right partner for us, and we look forward to a continued, successful collaboration.
We are very pleased with the professional support provided by EAM.Technology in the evaluation and implementation of our Portfolio Management System. The team has very well understood our requirements and concerns and has actively represented our interests throughout the entire implementation project. The project management has been particularly valuable bringing considerable operational relief throughout the project and has much contributed to actively manage project risks. We are grateful for EAM.Technology’s excellent work and can gladly recommend them.
We highly appreciate the collaboration with EAM.Technology, which actively supported us from the evaluation to the implementation of our new portfolio management system. The team very well understood our needs. With the help of EAM.Technology, we got a smooth contract negotiation, high level of operational relief as well as crucial representation of our interests towards the vendor during the project. With its expertise and experience in project management, the team made a significant contribution to the success of the project.
The objective of the “VSV-ASG Technology Radar“, a study and collaborative initiative between the Swiss Association of Wealth Managers | VSV | ASG | …
Eine auf unabhängige Vermögensverwalter spezialisierte Beratungsfirma partnert mit dem VSV. Was das den Mitgliedern der Branchenvereinigung bringen soll. Der Verband Schweizerischer Vermögensverwalter (VSV) ist eine Partnerschaft …
Unabhängige Vermögensverwalter stehen heute vor der Herausforderung, ihr Betriebsmodell kontinuierlich anzupassen. Dabei kann Outsourcing eine Rolle spielen, wenn es um die Konzentration auf die …