10/28/2019
Financial advisor practices across all wealth management channels and business models need to scale family office-like services to their clients across all wealth spectrums.
10/28/2019
The research and consulting firm considers Objectway WealthTech Suite a complete front-to-back platform, especially mentioning its CRM, asset class support, and back office functionalities.
10/27/2019
The disengagement can have problematic consequences.
10/24/2019
Avaloq has seen its UK presence expand significantly over the past two years
10/23/2019
The Wealth Digital Readiness survey polled 14 global wealth management firms, collectively managing over £430bn in assets under management.
10/23/2019
Integrated solution optimizes Paloma Partners' operations
10/23/2019
When we are presented with a requirement, we start gathering facts quickly.
10/21/2019
On a final note, while it is clear that the industry is struggling to adjust to a new world, the pool of investable capital continues to increase—not just in the US, but around the world.
10/21/2019
Risk tolerance provider offers real-time analytics and allocation recommendations
10/18/2019
On the back of its most successful year as an online bank in 2018
10/17/2019
Building upon its existing, three-year partnership with digitalswitzerland, Avaloq will work even more closely with the organisation
10/17/2019
The research shows a clear shift by wealth managers towards a more digital approach to their client acquisition
10/17/2019
Thanks to the innovative solution, companies can execute, secure and finance trade transactions digitally and easily. Transactions via the we.trade platform stand out due to increased security, transparency and improved cash flow planning.
10/16/2019
Profile appreciates the recognition these awards provide to further support its efforts to deliver competitive services to its growing clientele.
10/15/2019
To be released on October 31, 2019
10/15/2019
Having successfully managed our technology-focused long/short strategy for 16 years now, we are excited to extend the offering to the broader UCITS audience and contribute to the diverse product offering that UBP’s platform provides.
10/15/2019
Blankstone Sington already used the WIN platform, including its capability to automate the order management process.
10/15/2019
"This is another example of how Broadridge is helping asset management and other financial services firms streamline regulatory and marketing communications in a complex environment."
10/13/2019
Some ransom demands have grown to the six-and seven-figure range
10/11/2019
NexJ CRM for Wealth Management is purpose built to provide financial advisors the ability to save time, optimize customer value, and enhance client engagement.