For over thirty years, we’ve used our passion and creativity to help wealth managers achieve the best results: lower risks, better returns, improved client relationships. For us, Finance has always been about creating a safe environment to preserve wealth for future generations, so that what we achieve in the here
One of 10 Most Trusted Asset & Wealth Management Solution Providers of 2017 By Insights Success Wealth Managers traditionally work in an exceptionally unpredictable and competitive environment. This complexity originates from the constantly changing regulations that they should comply with, and has inherited cost as they have to alter procedures
Date: 17 – 18 October 2017 SAGE Group SA will be at the Trust Officers Association of the Philippines (TOAP)‘s annual summit to be held at the New World Makati Hotel from October 17-18. The theme for this year’s summit is “Driving Change” with the 2-day program focusing on the
Customer-centricity and advisory using technology By Kimberly Espiritu, Regional Sales Manager Assets under management by robo-advisors in Asia is expected to grow to $2.2 trillion by 2020, with target market segments ranging from the average investor to high net worth individuals (Hartung, 2017). Regional and global foreign banks, apart
SAGE Group SA, publisher of the Prospero software solution for global private banks and financial institutions worldwide, is pleased to announce the appointment of Ms. Kimberly Espiritu as Regional Sales Manager. Kimberly will be responsible for business development for the banking and financial services industry in the Philippines and South
7 things to look for by Jean-Luc Freymond, CEO of SAGE Group SA Fund Administration is an essential service that presents an increasing importance and sensitivity in the financial industry. Institutions offering this service bear mounting responsibility as a result of more complex pricing methodologies, taxes and fees, as
Date: 3 – 5 March 2017 SAGE Group SA is returning to the Trust Officers Association of the Philippines (TOAP)‘s annual convention for 2017 which will be held this year at the Pearl Farm Beach Resort in Davao City from March 3 -5. The event usually gathers more than 100
SAGE Group SA is an international leading software publisher for global private banks and financial institution which in 2016 celebrates 30 years of success. To mark the occasion, SAGE is launching a modernized visual identity and customer experience for its brand. The new corporate identity and product branding has been designed to
“The goal is to turn data into information, and information into insight.” Carly Fiorina, Former CEO of HP. Our proactive libraries help our customers to create new growth opportunities and strategies. Prospero uses the latest Self-Service Business Intelligence Technology to offer a built-in Dashboards and Report Creator, which has been
The wealth management industry faces significant challenges: competitive intensity is increasing, fees are being compressed, costs are rising, and investors expect traditional levels of return. These challenges require wealth managers to differentiate themselves. At the same time the rise of technology has re-defined how we interact with others and the