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
06/02/2020
New Offering Brings Additional Flexibility to SEI's Customizable Investment Platform
06/02/2020
In 2020, add a global pandemic into the mix, however, and technology becomes vital to their very survival
06/01/2020
Each firm has a slightly different definition and set of projects associated with their digital transformation.
06/01/2020
Many might say the over-discussed institutionalization of the digital asset market is a long way from fruition, and that may be true.
06/01/2020
In the race to protect your organisation’s information and systems from a cyber-attack
05/29/2020
The Axia Wealth & Fund Management solution was selected, due to its ability to holistically perform mission-critical operations on the wealth, fund management and administration spectrum.
05/29/2020
Digital banking is inevitably the way to achieve business continuity and customer satisfaction post-Covid-19 landscape.