Managers of Wealth

SS&C Acquires Captricity

Acquisition adds Vidado, the enterprise machine learning paper-to-digital data transformation platform

The top five misconceptions of hedge fund compliance with Regulation D and the impact of Blue Sky laws

The goal of our webinar is to provide specific takeaways and ideas you can take back to your firms on how to better handle important blue sky issues.

The Art Market Adjusts: How the art world is quickly adopting the use of virtual viewing rooms

Art Basel Hong Kong was the first major international art fair to cancel because of the coronavirus.

Avaloq Ventures makes initial investment and partners with Assetmax to offer a multi-custody solution for banks

Assetmax offers one of the most efficient and complete selections of custodian interfaces for the Swiss wealth management market.

Morgan Stanley online platform for wealthy clients down

Morgan Stanley Wealth Management is one of the biggest financial advisory and brokerage firms in the country, managing $2.7 trillion in client assets.

Iress opens Coronavirus support hub

Visitors can access a range of guidance and tools including information on how to continue to support clients while working remotely

Temenos Wins ‘Technology Provider of the Year’ at 2020 FStech Awards

Temenos’ pioneering cloud-native cloud-agnostic and AI-driven technology acknowledged by judges at the 20th annual FStech Awards

Personetics partners with the Avaloq.one Ecosystem

This is the latest international addition to the growing list of selected fintechs on Avaloq.one

Will Your Fintech Vendor Make It Through a Recession?

What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession.

BITA Risk wins Best Compliance Solution

The judging panel commented: ‘Built to help educate the client on risk, the winner elevates risk management to a science.’

Wealth Management Group Inks Deal with Platform Provider

A wealth management group will migrate over $1 billion in client funds from its current in-house platform to an independent platform provider under a new agreement announced to the market on Thursday.

Yapeal awarded first FinTech license in Switzerland

Under the Swiss FinTech license, banks are restricted to taking a maximum deposit of USD106 million.

Our New Normal: Connected, Resilient and Caring

In these unfamiliar and scary times, is there something more powerful than the virus at work — like the strength of human resilience and connection?

Transforming Wealth Management: Preparing for the Era of Digital Assets

The creation of a novel, global capital market powered by digital assets is underway, and as this landscape matures, it is providing for the creation of entirely new tradable assets

Finma says banks are ‘well prepared’ for Covid-19 but warns of cyber risks

The institutions are also well equipped to deal with extreme stress scenarios.

Coronavirus Sees More Advisers Going Digital

An online wealth management platform has seen users double as the coronavirus forces more and more advisers to go into lockdown mode.

First German private bank integrates third-party products from deposits marketplace Raisin

Today for the first time the fintech launches a cooperation with a private bank, whose customers can now invest up to single-digit million euro amounts in guaranteed deposits.

CS, Natixis and Luxembourg Stock Exchange to develop blockchain platform

The launch of FundsDLT is an important step toward our shared goal of promoting the adoption of blockchain and digital assets across the financial industry.

Unlocking the full potential of your data

SS&C developed the CORE-SightLine platform in response to these prominent data and reporting challenges.

Moonfare wins 'Wealth Management Innovation Award'

“Moonfare has developed a true “breakthrough” in this area, digitalizing the process so that users can invest within minutes while also complying with regulations.