Union Bank of the Philippines (UnionBank) was named "Best Bank for SMEs" at the recent Asiamoney Best Bank Awards 2021, besting many other Philippine banks to take home the prestigious accolade for the second year in a row.
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Franklin Templeton-owned AdvisorEngine is integrating with Schwab Advisor Center in a move that will provide full portfolio management functionality to advisors using both, according to an announcement from AdvisorEngine.
The custodial integration with Schwab is a step up from the CRM-level integration between AdvisorEngine’s Junxure and Schwab’s Digital Account Opening, completed in 2019. There is real-time data flow between the two entities, according to AdvisorEngine CEO Rich Cancro.
In addition to the integration, AdvisorEngine will be redesigning and reconfiguring Junxure, said Cancro. The remodeling will evolve into “full integration of data and login between the CRM and portfolio management functionality,” he said, eventually creating “a unified offering.”
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