17 December 2017
visit www.avoka.com

Alexandra & James licenses Xeye wealth management technology

10 July 2007  |  1575 views  |  0 Source: Xeye

Xeye, the leading provider of wealth management software and solutions to the financial services industry, is pleased to announce that Alexandra & James, a new wealth management company that will provide high net worth investors with a comprehensive suite of financial services including bill paying, organization of all aspects of personal financial planning, and coordination with other financial providers, has selected Xeye's WealthManager as their wealth management platform.

Since 1925 the Lebenthal family has played a prominent role in the financial services industry. Through their growing new venture, Alexandra & James is targeting a select set of discriminating investors that are looking for high touch service and varied product offerings. Xeye's WealthManager platform will help them grow their business through its advanced relationship management, portfolio management, and client reporting. WealthManager will help the firm's advisors offer high touch family office services.

"Alexandra and James' decision to select Xeye confirms our belief that there is strong demand for the Xeye solution at high end of the U.S. wealth management industry," said John Fennelly, Xeye's Managing Director of U.S. Operations.

Alexandra & James selected Xeye's WealthManager because of its breadth and depth of functionality and proven reliability. "We looked at a number of providers and felt that Xeye would give our clients the most comprehensive view of their finances. We are excited to be partners with Xeye in this exciting new chapter of the Lebenthal family!" said Alexandra Lebenthal, President and CEO.

"We are delighted that Alexandra & James selected Xeye's WealthManager as their platform for cultivating client relationships, managing assets, and providing superior client service," said Craig O'Neill, President & CEO of Xeye. "WealthManager's integrated suite of essential tools for advisors will help Alexandra & James grow their business rapidly and cost-effectively."

Comments: (0)

Comment on this story (membership required)

Related blogs

Create a blog about this story (membership required)
visit www.aciworldwide.comvisit www.ebaday.comvisit www.niceactimize.com

Top topics

Most viewed Most shared
satelliteRipple completes XRP Lockup
10622 views comments | 3 tweets | 2 linkedin
PSD2: Laying the regulatory foundation for a new age in paymentsPSD2: Laying the regulatory foundation for...
10239 views comments | 18 tweets | 36 linkedin
Banks tap Ethereum smart contracts for MiFID II complianceBanks tap Ethereum smart contracts for MiF...
7516 views comments | 10 tweets | 10 linkedin
Banks and fintech startups join forces on blockchain-based supply chain pilotBanks and fintech startups join forces on...
7316 views comments | 19 tweets | 22 linkedin
hands typing furiouslyReshaping Customer Engagement & Da...
6733 views 0 | 4 tweets | 2 linkedin

Featured job

New York, NY - USA (some flexibility on location)

Find your next job