03/05/2021
Sea Change: Ensuring Operational and Technology Readiness with Geneva
While some milestones in the transition timeline have been adjusted due to the pandemic and many accounting questions are still being sorted out, the time is now for firms to prepare, to avoid being caught off guard by these looming deadlines.
03/05/2021
Digital distribution experience: where operations meet sales and marketing
People who are now spending more time on video conferences from their PCs and phones; people who are experiencing how well Uber, Amazon and Facebook know who they are and anticipate their needs; and people who have daily questions answered by smart-speaki
03/04/2021
A new business line dedicated to technology products and services
03/04/2021
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic
03/04/2021
Objectway WealthTech Suite Commended For Completeness And Usability
03/04/2021
We’re already seeing signs of challengers entering the wealth space
03/04/2021
Taking portfolio management activities to the next level
03/04/2021
Data-driven, digital financial platform utilizes AI and predictive analytics to bring institutional quality, personalized short- and long-term advice to hardworking Americans
03/04/2021
FA Solutions provides a cloud-based portfolio management platform that automates and centralises operational processes into one easy-to-use system via multiple APIs.
03/03/2021
The partnership reflects growing demand for sustainable and ESG investing, which takes into account non-financial sustainability factors.
03/03/2021
Financial services leaders are taking steps to gain a clear advantage.
03/03/2021
Swiss Regtech Apiax Expands to Germany
The expansion follows on from existing initiatives in the U.K. and Singapore, Apiax added.
03/03/2021
European investment manager extends the use of Eze Investment Suite to bond funds
03/02/2021
What fintech firms have is the cool interfaces – we know because we looked at them,» said Stefan Lecher
03/02/2021
Independent report on the UK Fintech sector by Ron Kalifa OBE.
03/02/2021
Digitalization can transform economies and lives.
03/02/2021
The multi-year agreement also encompasses FactSet’s Advisor Dashboard, which will provide RBC’s wealth management teams with a holistic view of their entire client base.
03/02/2021
How asset managers are adjusting their IT priorities in response to COVID-19.
03/02/2021
We anticipate positive M&A volume across most territories through Q2 2021 and are looking at new ways in forecasting deal volume through these unique times.
03/01/2021
Partnership with GSI Capital Advisors and Blue Tractor will support expansion into active ETFs