02/19/2021
Avaloq, a global leader in digital banking solutions, core banking software and wealth management technology, has won the Best Integrated Front Office Solution award at today’s Asian Private Banker Technology Awards.
02/19/2021
Digital tools to certify immunity from Covid-19 could help ease lockdowns, but raise equality and privacy concerns.
02/18/2021
Acumennet is continuously enriched to accommodate the evolving market trends for cloud-agnostic operations.
02/17/2021
Crealogix: What is digital user experience and how can it benefit wealth management firms?
Interview with Kim Woodhall
02/17/2021
Netwealth boosts profit, FUA
The average account size increased to $440,000 as at 31 December 2020, with the average annualised platform revenue per account increasing 6.5% to $1666.
02/17/2021
aperture launches “Market Map for Wealth Management Software”
The Market Map is a new software evaluation methodology designed to assess the key criteria for systems in the digital age.
02/17/2021
Family office founder on dealing with next-gen clients
Digitalisation will not fully replace human beings, according to François Mollat du Jourdin, chairman and founder of Geneva family office MJ&Cie.
02/17/2021
Goldman Sachs unveils Marcus Invest robo-adviser in consumer push
Marcus Invest offers individual and joint investment accounts, as well as three types of individual retirement accounts, the bank said.
02/17/2021
The stream of capital to tech ETFs becomes a flood; and understanding how sentiment flows through financial networks.
02/16/2021
Blockchain and cryptocurrencies – the future has already begun
We believe that this momentum will accelerate.
02/16/2021
Social media ‘influencers’ are an untapped client pool
‘People aren’t taking them seriously’ and ‘do not understand the income that they can achieve’
02/16/2021
Silicon Valley wealth adviser Iconiq sets up European outpost
The San Francisco-based firm, which has about US$54 billion in assets under management, has backed companies including Snowflake, which went public in September, as well as Robinhood Markets and Epic Games, the creator of Fortnite.
02/16/2021
From employee health and safety protection to workforce planning, how workforce management technology can help you prepare for the future of work.
02/16/2021
These services include loan and deposit products
02/15/2021
Megan Jones comments on the latest OCC crypto bank approval and the post-Trump future
Despite this, Megan cautions that the future of digital assets in the US will likely involve strict enforcement and focus on anti-money laundering compliance and reporting requirements.
02/15/2021
Avaloq invests in Raquest
The German company's software promises to make it easy for financial institutions to get relief at source and reclaim withholding tax through automated digital processing.
02/15/2021
Other participants include the Swiss Investment Managers Alliance, comprising companies which together manage funds of over CHF 100 billion ($112 billion).
02/14/2021
The DIT’s RegTech Roadshow will take place virtually between the 22nd and the 26th February 2021
02/14/2021
Robo-advisory platform users are forecast to grow 28 per cent in 2021 while assets under management are projected to reach US$1.7 billion: Statista
02/11/2021
SS&C Health completed the new COVAX Program, focused on ensuring the successful completion of the COVID Vaccine series for members receiving the vaccination from SS&C Health partner pharmacies.