Managers of Wealth

UBL (Switzerland) selects OLYMPIC Banking System

The bank has decided to use the SaaS solution from the OLYMPIC Banking System deployed with ERI’s outsourcing partner ITpoint Systems AG.

IBM Report: Compromised Employee Accounts Led to Most Expensive Data Breaches Over Past Year

Customer Personal Data Exposed in 80% of Breaches Analyzed; AI and Automation Significantly Reduce Costs

Global internet companies: Set for a quantum leap

The Covid-19 pandemic could have a lasting impact on the way we live and interact.

Channels don’t tell you enough about advisor business models

Asset management firms can best determine these needs by undertaking extensive collection and tracking of data from all touchpoints with an advisor.

New Report Reveals Keys to Better Serving Investors and Recovering Class Action Funds

The fund manager will take from almost all investment classes and products to pursue his strategy.

Wealth Managers Name Greenfield Digital Banking as Top Innovation Strategy

Building a greenfield fintech company ranked fourth, with about 17% of global banking executives pursuing the strategy.

SS&C Technologies Earnings and Revenues Beat Estimates

The past five months has presented unique challenges, both professionally and personally

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio

FMS.next enriched for full automation in the loan origination and microlending process

The solution is already used by established European companies that enjoy the benefits derived from a complete offering.

Broadridge's Fi360 Launches Remote Proctoring, Enabling Online Certifications for Financial Advisors

The remote proctoring solution seamlessly interfaces with Fi360's existing designation exam, creating an easy, intuitive user experience for each advisor.

Visa announces support for cryptocurrencies

Visa’s outlook on new digital currency payment flows

HSBC targets wealthy UAE clients for its global markets trading platform

Bank launches new platform that gives customers access to major markets in real time

Bitcoin’s price will more than double following the OCC decision

Even if Bitcoin reacted with a slight upward movement – the BTC price is close to USD 9,600 at the time of writing – the long-term effects could be massive.

Bitcoin Suisse Raised $50M To Enhance Current Operations And Launch An STO

Cryptocurrency service company Bitcoin Suisse has raised $48 million in a Series A funding round led by former Head of Investments at the private bank Vontobel.

KBC Bank Launches Smart Investment Assistant Matti from Bolero, Supported by Objectway

Objectway provided portfolio management, rebalancing and proposal generation capabilities in an ‘as-an-engine’ model towards Matti, the smart investment assistant of Bolero, KBC’s online retail broker.

Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey

Changes in how investors and financial advisors collaborate, at first caused by Covid-19

Busting the Myth: Electric Vehicle Technology

There have been strides of innovation and techno-commercial development in technologies such as the electric powertrain and battery, which are sure to disqualify some of the age-old myths around EV technology.

New survey shows nine in ten affluent Spanish consumers trust banking offers from other European countries

Raisin Spain asked over 600 affluent Spanish consumers (with net monthly income above €2000) about their saving habits and preferences, as well as how they gain knowledge about the market and what information they’re missing.

Veteran Wealth Management introduces advanced algorithms

Being one of the top market signal providers, Veteran Wealth Management provides an easy method for obtaining high profits.

ESG and Regulation 9 There have been two major usecase developments within the BITA Wealth solution.

BITA Wealth provides automation, and pre- and post-trade checking of the key REG-9 requirements, delivering an efficient, demonstrable and auditable process across all clients

FinTech