Managers of Wealth

The ‘human touch’ to remain key to financial industry success — Avaloq

Based on a series of interviews with financial institutions as well as research among investors and end-clients

Major French Private Bank Digitises Onboarding with Wealth Dynamix

In recent years the bank has invested in technology to enrich client experience throughout the initial prospecting, engagement and sales cycle.

Open-source: the missing piece in your digital transformation puzzle

Rapidly shifting business conditions are compelling organisations to rethink how they operate.

Technology & Innovation Update Q4 2020

In each quarterly issue of the Appleby Asia Alert, we bring you the latest offshore legislative and regulatory updates in the technology and innovation sector.

Private equity firm signs third acquisition in the UK wealth management platform space

Acquisition marks the third investment

Benelux-based wealth manager selects Objectway

Objectway's Client Onboarding solution, part of the WealthTech Suite, will replace the manual data entry system of KBC Securities Services currently in use and will improve processing times and data quality.

Former J.P. Morgan leadership team launches wealth management platform

We understand these challenges and have built a solution to address them.

Wealth Manager: Are You Ready To shape Your Future?

Read about their discussion in this report

SEI Unveils Enhanced User Interface for the Archway Platform

SEI’s Archway Platform and suite of family office services are leveraged by hundreds of family offices and high-net-worth families.

Alpian Selects Temenos SaaS

Temenos Transact delivered as SaaS will enable Alpian to get to market faster, lower operational costs and benefit from increased ROE.

Pacific Premier Trust to Convert Wealth Business to SEI Wealth Platform

SEI's Modern Technology Offering and Robust Integration Strategy Key to Growth

SS&C Announces New Blue Sky Portal

Dedicated technology solution for compliance with state Blue Sky laws to enhance the client experience

SS&C GlobeOp Hedge Fund Performance Index

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.05% in December.

Asset Servicing Innovation: Survey Key Findings

Explore the key findings of our market study, 'Asset Servicing Innovation: Are We in the Perfect Storm?'

The Wealthy Are Jumping Into Bitcoin as Stigma Around Crypto Fades

With Bitcoin surging more than 270% since March, the rich are ratcheting up investments in digital currencies and anticipating further gains.

Altendorf and Zurich WM tech firms merge, will have CHF 50bn clients

Together, their clients will include Bellevue Asset Management, Entrepreneur Partners, Finaport, Globalance Bank and VT Wealth.

SS&C Intralinks Sees Mergers & Acquisitions Increasing in 2021

Latest SS&C Intralinks Deal Flow Predictor forecasts an 18 percent increase in worldwide M&A announcements in H1 2021

Broadridge Highlights Market Leadership and Growth Objectives at 2020 Investor Day

Targeting Fiscal Year 2020 - 2023 Recurring revenue growth of 7-9% and Adjusted EPS growth of 8-12%

New Whitepaper Explores Evolution of Email Cyber Crime

Multi-factor authentication critical to deterring new email fraud

Janus Henderson Taps SS&C, IFDS For BPO, Transfer Agency Services

Joint venture will service international funds

FinTech