Raymond James Ltd., the Canadian subsidiary of the North American investment firm Raymond James Financial, is investing in and collaborating with FNZ, a wealth management platform provider, to deliver a wealth management system intended to strengthen Raymond James Ltd.’s value proposition, officials say. The strategic investment in FNZ is intended to strengthen Raymond James Ltd.’s… Read More >>
Chevy Chase Trust Jumps to FIS Solutions
Chevy Chase Trust, a privately held trust and investment management firm, will be replacing incumbent IT systems with a unified wealth management technology platform and services from FIS, in an effort to provide more personalized services to its clients. The multi-year agreement will provide Chevy Chase Trust with a suite of technology and operations services… Read More >>
