04/08/2020
With the enhanced version, HSBC Jade Directors can generate risk analysis reports across all the major elements of a multi-asset wealth portfolio and discuss the insights drawn from WPIS's analysis.
04/08/2020
The digital wealth & investment management revolution only makes sense if it generates value for the customer in terms of a digital alpha across an end-to-end investment experience.
04/08/2020
The FCA continued that it also needs to be aware of the potential disproportionate impact on vulnerable consumers, some of whom may be among the ‘digitally disenfranchised’.
04/08/2020
SS&C ALPS has been servicing ETFs since 1995
04/08/2020
The demand is to have a single system than can meet all of the back office requirements, without the need for a large number of peripheral systems that are costly and sometimes unreliable.
04/07/2020
Profile continuously invests in its platforms to deliver superior customer service for the financial services sector and advanced functionality to help firms successfully compete in the demanding marketplace.
04/06/2020
SS&C, as always, is working hard to ensure our clients and customers see high service and support levels.
04/06/2020
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology
04/05/2020
A key priority of the Fintech company is to extend its existing wealth and asset management products.
04/03/2020
“From an outside view, our website might look very similar to a price comparison site,” Raisin’s VP of business clients and partnerships, Benedikt Voller, tells Finextra Research.
04/03/2020
The innovations in this sector are expected to redefine the investment industry
04/02/2020
Robowealth on the 7th of July 2017 obtained the relevant SEC LBDU license to operate as a robo-advisor for Thai mutual funds.
04/02/2020
Data led decision making is as important as it is complex.
04/02/2020
Avaloq saw a significant number of successful “go-lives” and new client wins in 2019, with particularly strong growth in the Asia-Pacific wealth management sector.
04/02/2020
In this age of wonder, it is critical to examine laws, policies and ethics.
04/02/2020
The transactions are done automatically and the robo adviser will also help investors re-balance their portfolios if necessary.
04/02/2020
To extend its reach to clubs and associations, CREALOGIX Switzerland is making its financial module available to Fairgate customers.
04/02/2020
Financial institutions are accelerating their digital transformation of wealth management as a result of increased regulation, lower profitability and a challenging macro-economic climate, growing competition from new players and more demanding digital-na
04/01/2020
Of the consumers who were subject to fraud, 9% closed their account and switched to another provider
04/01/2020
There was a time when humans made important decisions about other humans. Now we have artificial intelligence-driven machines...