Managers of Wealth

Is a federal fintech charter coming?

Concept wrapped up in OCC’s innovation project

Thinking of joining the Financial Services digital revolution?

Here’s ten things to consider when implementing a client portal for your business.

Fintech Tie-up for Singaporean Wealth Manager

TrackWealth’s consolidation feature is built on the highly secure and patented eWise Aegis solution.

Fintech Spurs Innovation in Asian Wealth Management

At one end of the spectrum, financial technology—fintech—is spurring innovation that is disrupting traditional banking and wealth management

RegTech Set to Revolutionize Compliance, Wolters Kluwer Argues in New White Paper

Such systems should keep institutions ahead of the game by allowing them to keep track of, and adjust to, new rules as soon as they are implemented, the white paper argues.

SS&C Partners with Instructure to Deliver Breakthrough Learning Management Solution

SS&C Learning Solutions also announces partnership with CFM Partners, a leading provider of compliance content

SS&C Acquires Wells Fargo’s Global Fund Services Business

Acquisition adds 250 employees serving more than 130 fund relationships in US, UK, Singapore and Hong Kong; Strengthens and enhances fund administrator’s ability to handle complex asset classes

SS&C Announces Expanded Execution and Order Management Capabilities at SS&C Deliver

SS&C recently implemented combined trading solution using Moxy and MarketTrader

Thomson Reuters Wealth Management offers investment research solutions

It also offers a suite of portfolio-management tools to build and manage stock market assets.

Pershing Adds Mesirow Financial to its Retirement Plan Network

New offering will provide broker-dealers and advisors with better oversight of client retirement portfolios and enhance their fiduciary controls and processes

Industry Experts take to stage for Fintech EUROPE London 2016

Speakers include industry experts and investment specialists

Strong Structural Software Quality Is The Founding Pillar In The Digital Age

To make matters worse, modern technological advancements have resulted in more complex security threats.

Direct Investing

For the clients of BondMason there are two key benefits

Doors Open’ for UK Wealth Management in the Cloud as Microsoft becomes first global provider to deliver complete cloud from UK data centres

This will digitally transform businesses and organisations, helping them increase productivity while meeting the most stringent compliance and policy requirements, with Ministry of Defence and the NHS being the first to sign up.

FinTech