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
03/01/2021
Vendors providing the front-to-middle office platforms for these financial institutions must deliver a solution that produces an exclusive client experience.
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.