Managers of Wealth

Open Finance: SIX and Swisscom Join Forces

SIX and Swisscom want to facilitate the use of open finance

Refinitiv expands its Digital Investor solution with ‘Wealth Connect’

New collaboration capability aids the digital transformation of wealth management firms and advisors.

QUO launches new web solution for sell-side distribution to private bank and wealth management clients

The ease and speed follow on from the banking sector’s push to encourage more clients into digital workflow solutions.

Canadian Wealth Management Falling Behind Global Digitalization Trends

Fast forward to the last year of remote-first operations and the pandemic has put a defibrillator on the heart of digital transformation in finance.

Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails

Collaborative workflow solution powered by Broadridge's post-trade data provides operational efficiency, risk reduction and cost savings for sell side

Profile Software acquires leading financial software company in the Nordics

The agreement was signed in Stockholm

Bitcoin – Luxury Product as Part of a Family’s Heirlooms?

As more investors clamour for Bitcoin and its price increases, can it form a part of a family’s portfolio, passed down from generation to generation?

Cedrus Group to Launch a New Office in Zurich

The new office will further enhance the group's presence in Europe

The Wealth Mosaic has released its first US Wealth Technology Landscape Report

The report is based on The Wealth Mosaic’s fast-growing website and will be updated and released annually.

Contemi Solutions Awarded Bronze Medal for Its Sustainability Efforts

The leading FinTech provider recognized by world's most trusted business sustainability assessments provider.

Broadridge Expands European Fund Regulatory Reporting Capability

The Broadridge and Virtu offering will provide a more efficient and comprehensive solution for asset managers to disclose transaction costs as they fulfil MiFID II and PRIIPs fund reporting requirements

Increase profits and decrease costs: It’s time for automation to take centre stage in UK wealth management

Nigel Armstrong, Head of Wealth and Asset Management at Blue Prism says that digitization though robotic process automation has so much to offer the wealth management industry

The best ideas win: 35 years of SS&C Technologies

Among the organizations relying on SS&C are: nine of the top ten prime brokers, 75 of the top 100 hedge funds, and all 20 of the largest asset managers.

Whitepaper: Why the Corporate Space Needs Digital Banking

In this whitepaper, we highlight how a true digital banking platform can offer greater efficiency for asset managers

Digital Wealth by CREALOGIX

We look forward to discussing these topics

Bank of America exposes ‘bitcoin’s dirty little secrets

Bitcoin is extremely volatile and does not offer strong inflation protection or diversification benefits, it said in a report.

SEC Risk Alert: Digital asset securities

For national securities exchanges, the Division will review platforms that facilitate trading in digital asset securities and review whether they meet the definition of an 'exchange' under the Exchange Act

Objectway's Survey Report Reveals Key Factors To Lead The ESG Race

The survey report investigated what stage is reached in terms of ESG integration within a risk aware investment process, and its implications on the digital experience.

How technology will impact the wealth management client experience in 2021

We’re still some way off achieving Lancaster’s paper-free vision, but the electronic world and a digital presence in everyday life is getting notably stronger each year.

Digitising Wealth Management for tangible customer and shareholder value

Our customers want to grow their client base reaching digital savvy people