12/18/2017
Finantix wins Award for Excellence in Customer Experience
Finantix sales and advisory software is trusted by financial institutions in more than 40 countries
12/18/2017
It’s a classic tale of a start up, with the founders nutting out the idea over a game a squash, leaving their secure jobs to take a big gamble.
12/18/2017
He also holds several patents and is credited for being the creator of Heatmap technology, used in a wide array of analytics and reporting all over the world.
12/18/2017
Another banker has come out on the bearish side of bitcoin.
12/16/2017
Wealth Migrate said that since its launch in 2010 it has enabled more than 1,500 transactions across 46 countries to a value of over $390 million executed on the blockchain.
12/15/2017
An outside approach to make sure your domain is safe is more and more becoming a smart cyber security practice.
12/15/2017
It sounds a bit like timeshares for posh people.
12/14/2017
SEI Wealth Platform Ranked as a Leading Wealth Management Solution
SEI Recognized for Advanced Wealth Management Technology and Depth of Client Service by Celent
12/14/2017
Clients can upload any file format, for any asset, in any currency for standardization and presentation by the platform.
12/14/2017
Vehicle purchase is first of its kind made with bitcoin-rival Litecoin
12/13/2017
Chilton Trust Company selects digital wealth platform
Allows Chilton Trust’s clients to benefit from a highly personalized and intuitive digital experience.
12/13/2017
November performance -0.40%; Capital Movement Index: December net flows decline 0.18%
12/11/2017
Clade: 24/7 Think-Tank for Ultra-Rich
It isn’t easy to get hold of Jonathan Lipton these days.
12/10/2017
Danske Bank's Wealth Management Robot Now Has 11,500 Clients
Customers encountering June for the first time are asked how much they want to invest (the limit is 1 million kroner, or about $160,000 per person).
12/10/2017
Swiss Banks Encouraged By Bitcoin Futures
Vontobel customers offer mixed opinions about the futures contracts, said Heiko Geiger, executive director of the Frankfurt-based bank.
12/10/2017
Enhancing the Role of Insurance in Cyber Risk Management
This report provides an overview of the financial impact of cyber incidents, the coverage of cyber risk available in the insurance market, the challenges to market development and initiatives to address those challenges.
12/08/2017
Bitcoin remains a major gamble as it is very much an ‘unchartered waters’ asset – we’ve simply not experienced this before.
12/06/2017
Multrees is partnering with the University of Surrey’s Centre for the Digital Economy to solve everyday problems for clients in the wealth management sector.
12/05/2017
The alpine nation has advanced as a cryptocurrencies, working hard to attract players from the industry.
12/04/2017
Money is moving. Unprecedented global uncertainty coupled with the increasingly international nature of high net worth individuals themselves mean that the world’s wealth is constantly shifting.