Curmi & Partners adopts Wealth Manager system

Curmi & Partners, the investment services provider, has completed an investment programme in its IT infrastructure to upgrade its portfolio management system. The firm has implemented the Wealth Manager portfoliomanagement system, whichfacilitates the...

Curmi & Partners, the investment services provider, has completed an investment programme in its IT infrastructure to upgrade its portfolio management system.

The firm has implemented the Wealth Manager portfoliomanagement system, whichfacilitates the management of client risk exposure and promotes a transparent client reporting service, making up-to-date client investment reports available.

The system was customised to fit the specific requirements of the firm and supports the investment advice function.

Wealth Manager is a product offered by Swiss-listed Temenos Group AG.

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