Managers of Wealth

WBI Launches “Cy” Revolutionary Advisor Assisted Robo

Cy delivers designs bespoke investment outcomes for advisors’ clients based on each need for loss protection and return

Finantix hires new CCO to boost wealth management offering

As part of her new position, Christine will assume a broader and more direct role within the operations of the firm, overseeing all business development, marketing and finance and operations activities globally while closely partnering with client deliver

Contemi Partners With Northrow To Accelerate Client Onboarding For Their Customers

Automated verification and monitoring will accelerate client onboarding and significantly reduce the ongoing regulatory burden for Contemi clients.

Citco partners with portfolio management platform

Institutional investors can now access a truly end-to-end solution for multi-asset class portfolio management

Bravura to acquire wealth management software company for $25 million

"Combined with FinoComp's cutting-edge technology, the acquisition extends Bravura's wealth management offering."

Unlocking your full potential and magnifying exposure to qualified investors, while staying on top of the industry

The latest version of GIPS brings a number of new requirements and recommendations.

The bold will stay ahead of the curve in asset & wealth management

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.

Objectway Wealthtech Suite Scored Highly Across All Key Areas Of Analysis In Celent Wealth

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.

Executives need to learn more about security to combat cyber threats

The disengagement can have problematic consequences.

Avaloq joins UK’s Fintech Alliance

Avaloq has seen its UK presence expand significantly over the past two years

Culture change is the biggest barrier to digitisation

The Wealth Digital Readiness survey polled 14 global wealth management firms, collectively managing over £430bn in assets under management.

Paloma Partners Engages SS&C for Fund Administration and Middle- and Back-Office Services

Integrated solution optimizes Paloma Partners' operations

Just In Time Technology: The Client's Critical Role In Software Development

When we are presented with a requirement, we start gathering facts quickly.

Product trends: what the future holds

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.

Tolerisk Announces Integration with SS&C’s Black Diamond Wealth Platform

Risk tolerance provider offers real-time analytics and allocation recommendations

Damian Hitchen: «The Next Step of Swissquote's Growth Story Is in Asia»

On the back of its most successful year as an online bank in 2018

Global Fintech Leader Expands Partnership with digitalswitzerland

Building upon its existing, three-year partnership with digitalswitzerland, Avaloq will work even more closely with the organisation

Survey Shows Key Role of Technology in Client Acquisition in Wealth Management

The research shows a clear shift by wealth managers towards a more digital approach to their client acquisition

UBS opens blockchain-based trade platform to clients

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.

Profile: Latest developments recognised in international publications

Profile appreciates the recognition these awards provide to further support its efforts to deliver competitive services to its growing clientele.

FinTech