07/28/2020
The remote proctoring solution seamlessly interfaces with Fi360's existing designation exam, creating an easy, intuitive user experience for each advisor.
07/27/2020
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.
07/26/2020
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
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
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
07/20/2020
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 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
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.