02/14/2017

Wealth management IT firm boosts revenue

Earnings before interest, taxes, depreciation and amortisation increased 41% to CHF 82 million from CHF 58 million in 2015, a year characterised by significant up-front investments in new digital banking technologies, Software as a Service solutions and

02/09/2017

Objectway Releases Enhanced Wealth Management Platform

The solution implements an innovative concept of integrated platform including components for digital experience, portfolio management, CRM and investment operations whilst adding new ones for real-time data analysis and expats business management. Object

02/09/2017

Merrill Lynch Rolls Out Robo-Advisor

The new platform will let Merrill go through with earlier plans to stop offering commission-based retirement accounts as part of its bid to comply with the Department of Labor’s fiduciary rule, the Journal writes.