07/27/2021
Bambu and Moven join forces on digital wealth management
The team at Bambu works with some of the world’s largest banks to design and build digital saving and investment platforms.
07/27/2021
Optima bank goes live with the digital banking platform and “integration layer”
Optima bank was launched on July 31, 2019
07/27/2021
With the emergence of crypto money and the possibilities that blockchain technology offers in banking or in transactions and contracts, the financial sector, central banks and politics are facing new challenges.
07/27/2021
Amplify the reach and impact of your client advisors with Interactive Advisor
07/26/2021
J.P. Morgan Opens Crypto Fund Access to All Wealth Clients
J.P. Morgan has reportedly allowed all of its wealth management clients to access cryptocurrencies via funds.
07/26/2021
Amazon ‘definitely’ lining up Bitcoin payments and token, confirms insider
Amazon is looking to accept Bitcoin payments ‘by the end of the year’, and is investigating its own token for 2022, says an insider.
07/26/2021
New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.
07/26/2021
“If the Bank and government officials believe Britcoin will supersede Bitcoin, they are mistaken. In fact, it will have the opposite effect.”
07/26/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Matthias Plattner, Head of Channels and Innovation at Julius Baer
07/23/2021
The pandemic has shown CEOs the need to future-proof the business
07/23/2021
This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.
07/22/2021
The Global Investment Portfolio solution is unique on the market thanks to artificial intelligence algorithms developed by Prometeia which create a holistic overview of the overall financial portfolio of an investor.
07/22/2021
BNP Paribas Wealth Management selected InvestCloud’s solution based on InvestCloud’s leading automation technology to bring operational efficiency to onboarding of HNWIs
07/22/2021
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform
07/22/2021
The sales environment continued to steadily improve this quarter
07/22/2021
A compelling investment story lies beyond Bitcoin in the blockchain, more specifically the companies built on it or that otherwise harness it.
07/22/2021
Capitalising on international know-how, Axia Custody accelerates the communication by also supporting 2-Way Allegement functionality.
07/21/2021
FinTech’s evolution in the advice industry – The Australian experience
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Benjamin Marshan, Head of Policy Strategy and Innovation at the Financial Planning Association of Australia
07/21/2021
Diluted earnings per share were $0.93 in second-quarter 2021 compared to $0.68 in second-quarter 2020.
07/20/2021
Caceis Goes Live with Retail and Institutional SRD II Solution from Broadridge
SRD II proxy voting and disclosure solution from Broadridge has enabled Caceis to meet regulatory obligations and advance shareholder democracy