07/29/2020
New Report Reveals Keys to Better Serving Investors and Recovering Class Action Funds
The fund manager will take from almost all investment classes and products to pursue his strategy.
FinTech
07/29/2020
Wealth Managers Name Greenfield Digital Banking as Top Innovation Strategy
Building a greenfield fintech company ranked fourth, with about 17% of global banking executives pursuing the strategy.
07/29/2020
SS&C Technologies Earnings and Revenues Beat Estimates
The past five months has presented unique challenges, both professionally and personally
07/29/2020
SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management
Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio
07/28/2020
FMS.next enriched for full automation in the loan origination and microlending process
The solution is already used by established European companies that enjoy the benefits derived from a complete offering.
07/28/2020
Broadridge's Fi360 Launches Remote Proctoring, Enabling Online Certifications for Financial Advisors
The remote proctoring solution seamlessly interfaces with Fi360's existing designation exam, creating an easy, intuitive user experience for each advisor.
07/27/2020
Visa announces support for cryptocurrencies
Visa’s outlook on new digital currency payment flows
07/27/2020
HSBC targets wealthy UAE clients for its global markets trading platform
Bank launches new platform that gives customers access to major markets in real time
07/27/2020
Bitcoin’s price will more than double following the OCC decision
Even if Bitcoin reacted with a slight upward movement – the BTC price is close to USD 9,600 at the time of writing – the long-term effects could be massive.
07/27/2020
Bitcoin Suisse Raised $50M To Enhance Current Operations And Launch An STO
Cryptocurrency service company Bitcoin Suisse has raised $48 million in a Series A funding round led by former Head of Investments at the private bank Vontobel.
07/27/2020
KBC Bank Launches Smart Investment Assistant Matti from Bolero, Supported by Objectway
Objectway provided portfolio management, rebalancing and proposal generation capabilities in an ‘as-an-engine’ model towards Matti, the smart investment assistant of Bolero, KBC’s online retail broker.
07/27/2020
Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey
Changes in how investors and financial advisors collaborate, at first caused by Covid-19
07/26/2020
Busting the Myth: Electric Vehicle Technology
There have been strides of innovation and techno-commercial development in technologies such as the electric powertrain and battery, which are sure to disqualify some of the age-old myths around EV technology.
07/23/2020
New survey shows nine in ten affluent Spanish consumers trust banking offers from other European countries
Raisin Spain asked over 600 affluent Spanish consumers (with net monthly income above €2000) about their saving habits and preferences, as well as how they gain knowledge about the market and what information they’re missing.
07/22/2020
Veteran Wealth Management introduces advanced algorithms
Being one of the top market signal providers, Veteran Wealth Management provides an easy method for obtaining high profits.
07/22/2020
ESG and Regulation 9 There have been two major usecase developments within the BITA Wealth solution.
BITA Wealth provides automation, and pre- and post-trade checking of the key REG-9 requirements, delivering an efficient, demonstrable and auditable process across all clients
07/22/2020
SS&C GlobeOp Forward Redemption Indicator: July notifications 2.64%
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform,
07/21/2020
Digital Strategy for a New Reality
Local regulators such as Guernsey Financial Services Commission (GSFC) and Jersey Financial Services Commission (JFSC) adopted the use of electronic signatures on applications made to the commissions.
07/20/2020
Quest Asset Partners selects Iress
The launch of a fourth fund in May - a new long/short fund - introduced the need for a more scalable solution to its operations and in the management of portfolios.
07/20/2020
MUFG Investor Services Selects Broadridge for Sophisticated Loan Tracking and Reporting Technology
Besides managing day-to-day loan administration, the Sentry Loan Portfolio Management system allows users to monitor compliance issues and reconcile and aggregate data to streamline or automate processes.