11/01/2019
Top questions advisors should ask technology providers
Choosing the right technology provider is therefore imperative.
FinTech
11/01/2019
How a golden data set can help overcome common data challenges
A “golden data set” is a clean, validated, integrated data set.
10/31/2019
Swiss fintech join hands with RJ Management
WealthArc offers 2 step authentications with every user entering sms code before logging into the platform.
10/31/2019
WBI Launches “Cy” Revolutionary Advisor Assisted Robo
Cy delivers designs bespoke investment outcomes for advisors’ clients based on each need for loss protection and return
10/31/2019
Finantix hires new CCO to boost wealth management offering
As part of her new position, Christine will assume a broader and more direct role within the operations of the firm, overseeing all business development, marketing and finance and operations activities globally while closely partnering with client deliver
10/31/2019
Contemi Partners With Northrow To Accelerate Client Onboarding For Their Customers
Automated verification and monitoring will accelerate client onboarding and significantly reduce the ongoing regulatory burden for Contemi clients.
10/30/2019
Citco partners with portfolio management platform
Institutional investors can now access a truly end-to-end solution for multi-asset class portfolio management
10/29/2019
Bravura to acquire wealth management software company for $25 million
"Combined with FinoComp's cutting-edge technology, the acquisition extends Bravura's wealth management offering."
10/28/2019
Unlocking your full potential and magnifying exposure to qualified investors, while staying on top of the industry
The latest version of GIPS brings a number of new requirements and recommendations.
10/28/2019
The bold will stay ahead of the curve in asset & wealth management
Financial advisor practices across all wealth management channels and business models need to scale family office-like services to their clients across all wealth spectrums.
10/28/2019
Objectway Wealthtech Suite Scored Highly Across All Key Areas Of Analysis In Celent Wealth
The research and consulting firm considers Objectway WealthTech Suite a complete front-to-back platform, especially mentioning its CRM, asset class support, and back office functionalities.
10/27/2019
Executives need to learn more about security to combat cyber threats
The disengagement can have problematic consequences.
10/24/2019
Avaloq joins UK’s Fintech Alliance
Avaloq has seen its UK presence expand significantly over the past two years
10/23/2019
Culture change is the biggest barrier to digitisation
The Wealth Digital Readiness survey polled 14 global wealth management firms, collectively managing over £430bn in assets under management.
10/23/2019
Paloma Partners Engages SS&C for Fund Administration and Middle- and Back-Office Services
Integrated solution optimizes Paloma Partners' operations
10/23/2019
Just In Time Technology: The Client's Critical Role In Software Development
When we are presented with a requirement, we start gathering facts quickly.
10/21/2019
Product trends: what the future holds
On a final note, while it is clear that the industry is struggling to adjust to a new world, the pool of investable capital continues to increase—not just in the US, but around the world.
10/21/2019
Tolerisk Announces Integration with SS&C’s Black Diamond Wealth Platform
Risk tolerance provider offers real-time analytics and allocation recommendations
10/18/2019
Damian Hitchen: «The Next Step of Swissquote's Growth Story Is in Asia»
On the back of its most successful year as an online bank in 2018
10/17/2019
Global Fintech Leader Expands Partnership with digitalswitzerland
Building upon its existing, three-year partnership with digitalswitzerland, Avaloq will work even more closely with the organisation