07/27/2020
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
FinTech
07/26/2020
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.
07/23/2020
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.
07/22/2020
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.
07/22/2020
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
07/22/2020
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,
07/21/2020
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.
07/20/2020
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.
07/20/2020
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.
07/18/2020
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.
07/17/2020
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.
07/17/2020
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’.
07/17/2020
UBS buys stake in home ownership platform
This strategic cooperation will enable all house and apartment owners to rely on key4 to provide answers and solutions to the various complex questions they may be asking themselves about home ownership
07/17/2020
COVID-19 renews impetus to fix legacy technology and get digital engagement right
Wealth managers are now preparing for what comes next, reviewing the technological implications, and setting priorities to ensure they can accommodate whatever our new normal will be.
07/16/2020
Avaloq launches Wealth platform
Besides Wealth, Avaloq is also planning to launch two additional stand-alone platforms, Engage and Insight in the coming months.
07/15/2020
The Vital Future of the Relationship Manager in Asian Wealth Management
There are many ways in which the RM can be re-invented in the decade ahead, and many steps are already being undertaken to achieve precisely that.
07/15/2020
Big Bang vs Modular Approach: What should you be looking for when assessing your options
The decision is usually influenced by the nature of the organization and the important thing to note is that Contemi Solutions support both the implementation approaches equally well.
07/15/2020
Risk Management and Sponsored Repo
New twists in monitoring desk deals.
07/14/2020
Using technology to engage with clients: The view from Objectway (part 1) - market view
Q&A with Alberto Cuccu, CEO Objectway UK and Belgium
07/14/2020
Broadridge Emerging as Go-To Solution for Leading Financial Intermediaries for New European Shareholder Rights Directive (SRD II)
Broadridge SRD II solution is market-ready; onboarding underway in multiple regions