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SINGLE PLATFORM 
MULTIPLE DIMENSIONS
 
 
 
 
 
 
 
 

2009-2013

Enhancements continued

 

Features such as DMS, Fund Performance Charting, etc. were developed to enable clients direct access and greatly increased compliance support of the system.

 

2014

“CUBE” established

 

WMC was formed with WBA business merging into the company to bring out the unit trust dealing and fee-based model portfolio management service capabilities.

 
SINGLE PLATFORM • MULTIPLE DIMENSIONS