Managers of Wealth

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

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.

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.

Visa announces support for cryptocurrencies

Visa’s outlook on new digital currency payment flows

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

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.

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.

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.

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

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.

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.

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.

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

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,

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.

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.

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.

Barclays to launch digital wealth management service

Barclays will then use the platform to combine this information with their expert team’s pick of investments, to create a personalised plan that can follow over 10,000 investment paths.

Switzer launches wealth platform for women

It’s all about education and we’ll be working so hard to do our bit at Tilley Money to close the wealth gap between men and women.

Covid-19: FCA and City Corporation 'digital sandbox' for innovative firms

Building on our approach to innovation, we are collaborating with The City of London Corporation to pilot a ‘digital sandbox’.

FinTech