06/18/2021
Pan-European wealth management platform goes live in the U.S. with MapleMark Bank as its first partner bank
Through our technology we’re creating a win-win solution for banks and customers alike.
06/17/2021
JP Morgan Chase to buy loss-making robo-adviser Nutmeg
Launching digital bank 'Chase'
06/17/2021
The advisor's desktop is the command center for prospect/client engagement, financial planning, investment decisioning and practice management.
06/17/2021
New service offers clients in Asia easy access to real-time trading opportunities across 10 key markets
06/16/2021
Swissquote Flags Renewed Surge in Profits
In H1 2020, Swissquote posted a net profit of 58.4 million francs.
06/16/2021
New Access and Apiax Partnership
Within the next months, Apiax’ API solution will be fully integrated in New Access’ core-to-digital suite of solutions
06/15/2021
With Temenos Multifonds, Standard Chartered has extended its services with the latest functionality to support alternative assets, leveraging automation to create new operational efficiencies
06/15/2021
There are mutual advantages of adopting an open API architecture
06/14/2021
Bitcoin jumps after Elon Musk says Tesla will resume its use when mining cleaner
The cryptocurrency gained as much as 9.3 per cent to US$39,372 on Sunday afternoon in New York, the highest level since June 3 and just below the US$40,000 round-number level seen as key by some chart watchers.
06/14/2021
AJ Bell will continue to benefit from our commitment to an ongoing investment in Composer.
06/14/2021
President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus
06/14/2021
It is the Bank of France’s latest CBDC pilot. In April, it ‘settled’ - or made payments on - digital bonds issued by the European Investment Bank using blockchain technology.
06/11/2021
An intentional digital transformation initiative begins with a solid strategy and immediately addresses the problem one is trying to solve.
06/11/2021
There are big opportunities for investment firms in digital currencies. But a lot hinges on market regulators.
06/11/2021
Fast, light and built on an open platform, Refinitiv Workspace for Wealth Advisors is tailored to the specific needs of wealth advisors, delivering an efficient workflow and actionable insights at home or in the office.
06/10/2021
Nomura selects Refinitiv Workspace for Wealth Advisors
Refinitiv’s recently released Wealth Management report “Advancing the advisory client experience” found that 43% of wealth advisory clients globally agree they are more likely to need investment advice now than a year ago.
06/10/2021
Jack of All Trades vs Best Of Breed – it’s a choice
06/10/2021
Automating the client lifecycle
06/10/2021
These transactions will be settled between banks domiciled in France and in Switzerland, respectively. “The Eurosystem is engaging in innovation and adapting its actions to the strong trend towards the digitalisation of payments.
06/09/2021
BNY Mellon's work with Saphyre aims to create true savings for our custody clients and truly expedite the client onboarding process.