11/20/2018
This news was followed by another announcement, in May 2018, that a business processing vendor had partnered with a software provider to create a “self-service” option for investors.
11/19/2018
Intralinks brings to SS&C over 800 employees globally and more than 4,000 clients including banks, alternative and blue chip corporate clients.
11/19/2018
Nucleus chief technology officer Andrew Smith says: “This new arrangement is of vital importance to the ongoing process and pace of development at Nucleus as we prepare the business for significant scale in our second decade of business.
11/19/2018
Innovation by acquisition is a clear strategy invoked by Broadridge, and one that our Mike Tae believes plays naturally with market trends.
11/19/2018
Cost-conscious breed of DIY clients have less capital
11/19/2018
Launched in mid-2017, CashRich helps users to manage money growth more confidently.
11/18/2018
Internet finance has put on an impressive feast globally, with China blazing a trail
11/18/2018
With the S&P 500 gaining over 50% during the same time period, a ‘risk-on’ attitude among investors may have helped to propel the bitcoin price higher.
11/16/2018
Creak has found that people have been on varying stages of the journey, having met a wealth adviser who had no access for clients online recently.
11/16/2018
“This award confirms our vision for the blockchain,” said Product Innovation Manager Philippe Meyer, who gave a speech at the trade fair entitled “Integration of cryptocurrencies: towards the convergence of two worlds”.
11/15/2018
The d1g1t platform syncs a financial plan to the investment mandate and the mandate to the portfolio and risk profile, so an advisor can keep track of the entire relationship and make adjustments as needed
11/15/2018
The Hashstacs Inc. collaboration will work to develop the STACS Protocol
11/15/2018
There is a new openness in banking where you have to take everyone seriously and move fast
11/14/2018
Under this new agreement, Curo will migrate more than 3,000 funds from its five legacy fund accounting platforms to a single instance of Temenos’ Multifonds Global Accounting platform.
11/14/2018
Fusion share a commitment to innovation and we look forward to working together to provide the best possible solutions for both our existing clients and the new joint venture between Lloyds Banking Group and Schroders.
11/13/2018
Bringing together the ‘best in class’ software available on the market and offering cutting-edge technology, it allows wealth managers to deliver exactly what their clients need all in one place.
11/13/2018
Avaloq Ventures will look to partner with third-party investors such as banks, wealth and asset managers, and established fintech companies in providing capital.
11/13/2018
Exo’s chief operating officer Nikolai Hack told Wealth Manager the firm is exploring a freemium model whereby clients
11/12/2018
TymeBank has signed up 1 800 clients in the first week of an unofficial launch.
11/09/2018
Financial firms get feedback from disparate sources — email, chat, call center and web forms.