08/10/2020
These integrations provide users of Schwab’s custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.
08/07/2020
The rise of robo-advisors in the mid-2010s helped accelerate this trend.
08/05/2020
Switzerland’s SIX exchange has also played an instrumental role in boosting crypto activity within the country’s financial ecosystem.
08/05/2020
A spokesperson said: 'Whilst there are numerous wealth management firms who offer tailored, face-to-face advice and a handful of good robo-advice providers, there’s very little support in between.
08/05/2020
Its founder, Charles-Henri Sabet, founded Synthesis Bank in 1999 and was chairman until 2008 when it merged with Saxo Bank.
08/05/2020
Prometeia aims to become the ideal partner for Swiss financial institutions looking to transform their wealth management technology and processes
08/05/2020
Grab’s micro-investing offering will make use of funds managed by Fullerton Fund Management and UOB Asset Management.
08/04/2020
Bank of Communications Trustee chooses SS&C Geneva® as fund administration partner
08/04/2020
This leaves private bankers without the still rosy growth prospects they had previously enjoyed.
08/04/2020
In Switzerland the presence of Prometeia is growing rapidly, through the offering of personalized, customer-centric, omni-channel front office and data analysis services.
08/03/2020
Alternatives manager chooses SS&C Eze for reliability and support
08/03/2020
Waltmann added that BKB is interested in cryptocurrencies.
07/31/2020
Open Banking payments use banks’ APIs to initiate a transfer from one account to another.
07/31/2020
A push further into the world of B2B2C for the digital wealth manager.
07/30/2020
Acquisition of Advisor Software Inc. further enhances Refinitiv’s digital assets with digital portfolio analysis and advisory capabilities.
07/30/2020
Cryptocurrencies are tempting Wall Street traders, but this is still a pretty bonkers market subject to the whims of a small band of big investors.
07/29/2020
The bank has decided to use the SaaS solution from the OLYMPIC Banking System deployed with ERI’s outsourcing partner ITpoint Systems AG.
07/29/2020
Customer Personal Data Exposed in 80% of Breaches Analyzed; AI and Automation Significantly Reduce Costs
07/29/2020
The Covid-19 pandemic could have a lasting impact on the way we live and interact.
07/29/2020
Asset management firms can best determine these needs by undertaking extensive collection and tracking of data from all touchpoints with an advisor.