The Hong Kong-based multi-issuer platform has added a lifecycle management tool aimed at wealth managers.

Contineo, the multi-issuer platform targeted at the wealth management industry, has launched a new tool offering private bankers insight into their clients’ structured products portfolios. The firm’s lifecycle management functionality brings centralised management tools to wealth managers for the first time, allowing them to monitor product events, underlying performance and creating additional touch point opportunities with clients, as well as one-click reporting. “Taken tog

Continue reading and get unlimited access for 7 days with a free trial of SRP.

Get a free trial

Already a subscriber? Login