06/08/2026
That includes lending and concierge services, private aviation and art management alongside the customary investment management, financial planning and trust and estate services.
06/05/2026
The architecture automates operational tasks and validation processes, integrating the development, testing and deployment of solutions into the bank’s technology operations.
06/04/2026
Continuum's botless meeting capture, AI client profiles, and interactive client microsites roll out across Designed Wealth Management's 150+ advisor network starting today