Managers of Wealth

Open Finance and wealth management: A revolution in-waiting?

In this feature from AltFi’s Digital Wealth State of the Market Report 2020, Nutmeg and Crealogix CEOs discuss the Open Finance opportunities ahead.

Capgemini named a Leader by NelsonHall in its NEAT evaluation for Quality Engineering Services

Capgemini also continues to develop its continuous testing/DevOps platforms and is one the few firms that is taking steps to automate UX testing, beyond accessibility testing.

Quilter launches scam reporting tool as impersonation scams increase 600% since 2010

The tool will allow anyone who believes they have been exposed to, or have fallen victim to, an impersonation scam that features a clone of Quilter’s branding or marketing materials to report their concerns directly to Quilter.

Broadridge dives into predictive analytics with new partnership

These new software solutions will help banks and wealth management firms transform their business performance

Artificial Intelligence Regulations Gaining Traction

This is important because AI systems, unlike other technologies, are used for mimicking human behavior and decision making.

New AI Platform Provides Proxy Voting Data from Broadridge

Enhancing the proxy voting experience through customized data

Banque Pictet & Cie SA selects kACE Treasury

kACE Treasury enhances Banque Pictet & Cie SA trading teams' access to accurate pricing and arbitrage information, automates price distribution and helps meet increasing regulatory and audit standards through a standardised pricing model and yiel

Breakingviews - Becoming a bank would shrink but not squash Ant

That looks manageable for Ant, which had net assets of 215 billion yuan as of June.

Wealth Management Technology Forecast 2020-2023

A guide for navigating uncharted waters.

Zephyr Management Chooses SS&C’s Front-to-Back Solution to Power Bermuda Fund Launch

Emerging markets fund manager selects SS&C services for new launch

IntegraFin Buys Financial Planning And Wealth Management Software Firm

Investment platform IntegraFin Holdings PLC on Monday said it has acquired Time ...

A $78 Trillion Growth Opportunity For Wealth Managers

The tokenization of assets is expanding rapidly.

Technology is a real enabler when it comes to democratising advice

Says Joe Parkin, Head of Banks and Digital Channels UK at BlackRock, Advisory Panel Member for Velocity and FinTech Accelerator at The Investment Association

UOB to expand wealth management services on mobile app

The bank aims to raise this figure to between 45 per cent and 65 per cent by offering new services

PIMCO, Man Group, IHS Markit, State Street, Microsoft and McKinsey Join Forces on New Asset Management Operating Platform

HUBs data-first approach will break down silos and friction between systems and data.

FinTech