Managers of Wealth

Bardin Hill Elevates Operations with SS&C Technologies

Credit manager selects Eze OMS for trading, upgrades Geneva® for portfolio accounting

Safeguarding Investors Against Cybercrimes In A Digital World

They are privy to personally identifiable information (PII), such as social security numbers, bank accounts, passwords, documents and more.

SS&C launches Global Investor & Distribution Solutions

The platform provides investors, advisers, and asset managers with data-driven operational insights, real-time transparent oversight, intelligent automation, and state-of-the-art digital tools.

Canaccord Genuity's UK & Europe Capital Markets Division Extends Contract with Contemi Solutions

The award-winning Analytics solution provides intuitive, real-time intelligence, business and management information, compliance oversight and clear risk indicators via customisable dashboards and visualisations.

RocketFuel Blockchain Engages IR Specialists Force Wealth

Gert Funk, RocketFuel’s CEO, stated: “We are excited to be working with Force Wealth as we continue to build our secure blockchain-based digital payments platform.

iCapital Network and Pershing Enhance Technology Integration

Automates Document Uploads and Streamlines Custodian Workflows and Reporting

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses.

E-commerce market 2020: Which European countries are leading the way

The total worth of e-commerce in Europe is expected to reach 717 billion euros at the end of 2020.

Fintech Lightnet Partners Swiss Crypto Bank

Zug-based SEBA will also act as an alternative settlement banking network, account and custodian as well as the settlement bank for money transfer operators in digital currencies.

IP due diligence - The art of leaving nothing to chance

The scope of protection provided by a patent is dependent on how the patent claims are drafted.

Zug bank announces partnership with Singapore fintech

This will enable the Asian firm to conduct settlements, correspondences and remittances.

CREALOGIX launches Conversational Banking as SaaS solution to help drive customer loyalty

Conversational banking opens up a world of opportunities in wealth management and retail banking.

Tokenisation: Revolution or Evolution?

Tokenisation of an asset, in a nutshell, is the issuing of a digital representation of that asset, administered on a blockchain, which is the infrastructure layer of an enhanced network architecture, such as the internet.

SS&C GlobeOp Forward Redemption Indicator: August notifications 3.08%

The next publication date is September 22, 2020.

Bankia accelerates democratization of wealth management with Avaloq

Avaloq has been selected to help Bankia capitalize on its market proposition and accelerate its wealth ambitions across all client segments

IPBS partners with Liquidus

The agreement covers the Caribbean region and opens up the possibility for IPBS customers to benefit from an estimated 75% reduction in onboarding time and cost with improved AML and KYC compliance.

Digital advice is growing London’s wealth

But this sector is now adopting the latest tools to better serve both high-net-worth individuals (HNWIs) and the mass affluent by re-tooling digital advice for these demographics.

St James’s Place selects eVestment in increasing institutionalisation of investment manager selection process

The FTSE100 company currently holds over GBP115 billion AUM.

Contemi Partners With GBG To Automate KYC, AML & Verification Process For Its Onboarding Solution

GBG uses layered identity document verification and biometric checks to authenticate customers in real time for a safe onboarding process.

China's Lufax ties up with Thai bank for local online wealth management

The platform, to be jointly operated by both parties and used for retail investors in Thailand, will help Lufax to expand its footprint in the region.

FinTech