Technology consultancy Synpulse has been advising private banks to move away from a legacy spreadsheet-based approach to managing their discretionary portfolio management (DPM) solutions. As many begin to introduce customisable DPM offerings and move into the mass affluent segment, it is imperative that they adopt a digital-first model. In the past 12 months, Mirsad Cekic, partner, Synpulse Singapore, told Asian…
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