06/18/2020
The idea of a state-run digital currency (or e-RMB) has been brewing in China since 2014, with a pilot programme starting in recent months. It is a digital yuan – backed by the government.
06/17/2020
Broadridge has partnered with Jim Toffey, founder of Tradeweb Markets
06/17/2020
These firms have brought a new meaning to the saying “look after the pennies and the pounds will look after themselves.”
06/16/2020
The tools and technology that vendors are using in the administration of your activities is another area to explore in the evaluation process.
06/13/2020
Celent also recognised that Objectway Client Engage and Conectus Onboarding provide “a comprehensive front-to-back Client Lifecycle Management offering allowing clients to identify prospects as well as onboard, with a user-friendly UI”.
06/10/2020
The new offering hosted on IBM public cloud will give private banking customers more flexibility
06/10/2020
The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.
06/10/2020
Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model
06/09/2020
This is achieved via R-ONE, a scalable technology solution for compliance and governance processes reflecting the current state of Luxembourg and EU rules and regulations.
06/09/2020
The range of wealth products sold include unit trusts, bancassurance products, structured investments, bonds, and foreign exchange products.
06/09/2020
Crystal ball gazing time! What's coming up in the future of WealthTech?
06/09/2020
Crystal ball gazing time! What's coming up in the future of WealthTech?
06/05/2020
He was the company’s first regional business development director
06/04/2020
They also need to be aware about when liabilities will become payable.
06/03/2020
They are one of the brightest, and keenly contested events in the wealth management sector.
06/03/2020
With its membership of the OpenBankingProject, CREALOGIX is committed to an open digital ecosystem
06/03/2020
RiskAvert covers all approaches for Credit Risk Regulatory Capital Calculation allowing the bank to evolve from Standardised to IRB approaches.
06/03/2020
Having a partner that can help outsource any or all of these functions is critical to a firm’s ability to manage ongoing investment operations.
06/02/2020
Swiss business-to-business bank InCore has been given the green light from regulations to offer the transaction of digital assets.
06/02/2020
The partnership provides customers with fully functional front to back office workflows