WealthTouch Recognized with Two XCelent Awards
Financial Services Industry Research and Analysis Firm Celent Recognizes WealthTouch for the Best Functionality and Best Service in the Client Reporting Market. - December 16, 2010
Daniel C. Green Joins WealthTouch as Managing Director of Sales and Solution Consulting for the Western US and Asia
Industry pioneer has a track record of building strong relationships with major investment advisors, family offices and private banks. - December 03, 2010
Joanne Frawley Joins the WealthTouch Leadership Team as Director of Portfolio Reporting Products
Industry Veteran to Continue WealthTouch’s Track Record of Reporting Innovation, Flexibility, and Data Integrity. - November 01, 2010
WealthTouch CEO Brings Key Private Banking Insights from the US and Europe to the Fastest-growing Asian Private Banking Sphere
CEO Norman Jones shared his industry and ultra-high net worth perspective as a keynote speaker at the 20th Private Banker International Wealth Summit in Singapore - October 24, 2010
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