09/10/2019

Touchstone selects Sequrest

Sequrest facilitates its services delivery through its newly-developed Paratus Cyber Management System, which provides Cyber Security as a Service (CSaaS) “on demand” to clients, by means of a simple online dashboard.

09/10/2019

Axxcess Wealth Selects HiddenLevers

Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.

09/03/2019

Avaloq announces record half-year revenues

The half-year period saw Avaloq successfully complete its largest transformation project to date and one of the biggest financial services upgrade programmes globally.

09/03/2019

Broadridge buys Financial Database Services

The acquisition of Financial Database Services is the latest example of Broadridge expanding our wealth capabilities and growing our client base," said Michael Alexander, head of North American Wealth and Capital Markets Solutions for Broadridge.

09/02/2019

Two leading Fintech companies join forces

The partnership comes amid a fundamental change in the way banking and wealth management clients behave and how financial services will do business in the future.

09/01/2019

wealth management firm goes live with Iress

The software supports multi-proposition, multi-asset, central dealing team, providing close integration with the in-house portfolio management system as well as the London dealing desk, Bristol head office and branches across the

09/01/2019

Private banks warn over Facebook holiday scams

The perpetrator found enough details of the family’s holiday to impersonate them and authorise the transfer — with the weak link being a social media profile saying, “headed to Paris with the family! See ya in two weeks!”