03/01/2021
Profile and its executives will be participating in this event as Silver Sponsors to discuss how its innovative and award-winning platform for the Wealth Management industry
03/01/2021
Intelliflo UK’s Intelligent Office becoming intelliflo office – which streamlines the entire advice process, allowing users to enter client’s data once, and use it for many different purposes, all within a single, time-saving system.
02/26/2021
The company demonstrates that innovation is a continuous process.
02/26/2021
An independent review has set out a plan for the UK to retain its global leadership in fintech by helping the country’s financial technology firms to scale up, access the talent and finance they need, and deliver better financial services.
02/26/2021
Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.
02/25/2021
Go "beyond banking" with an open, customer-centric ecosystem
The study reveals that open banking enables institutions to offer a wide range of innovative products for private and corporate customers, in cooperation with third-party providers.
02/25/2021
Technology to the rescue for advisors & wealth managers that have no time for Social media
Social media is already the second biggest item of marketing spend for them and 68% believe that Social media spend will increase going forward.
02/25/2021
Taking The On-Ramp To Financial Modernization
Many of the tools now being used to accelerate modernization initiatives were already available, though perhaps not widely adopted.
02/25/2021
Legal recourse against crypto exchanges may be difficult.
02/24/2021
The technology vendors cover a cross-section of business needs, wealth manager client types, and territories.
02/24/2021
Bordier clients can now securely buy, hold and trade cryptocurrencies such as Bitcoin, Ethereum, Bitcoin Cash and Tezos
02/24/2021
Its clients can now buy, hold and trade cryptocurrencies including bitcoin, ether, bitcoin cash and the tez.
02/24/2021
2020 was one of the most turbulent years in recent history
02/24/2021
Should we consider working with partners that can deliver technology innovation for our front office
02/23/2021
Recent investor attention towards bitcoin has led to a surge in its price. The cryptocurrency has risen over 400% since last October and recently reached an all-time high above $56,000 per coin.
02/23/2021
EIS fund manager MMC Ventures is among the first companies to allow investors to take advantage of HMRC’s revised approved fund EIS rules.
02/23/2021
It includes a vendor evaluation using aperture’s The Market Map software assessment methodology, which highlights those WealthTech solutions that are best suited to help wealth managers meet digital age demands, placing additiv at the top of its &am
02/23/2021
The hyper-functional portable computer also weighs 12 kilograms (about 26 lbs), which might be more prohibitive than its price-tag.
02/23/2021
Within our investment process we select reasonably priced profitable quality compounders with a high purity factor that benefit from long-term FinTech trends.
02/23/2021
The report states that incumbent banks could be the biggest beneficiaries, provided they adopt adequate technology strategies to compete with nimble new entrants.