Overlay Projects Proceed Amid Downturn

By Sonja Ryst, American Banker

August 11, 2008

Given the turbulence in financial markets, now may seem an inopportune time for financial advisers to make drastic changes to the way they interact with investors. But according to bank officials and technology providers, plenty of banks are moving ahead with their plans to implement new systems, including those that offer unified managed accounts and overlay software.

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