10/13/2015
The TREETOP ONLINE solution enables clients to self-engage via a digital onboarding process, invest in Tree Top funds and monitor their investments and portfolio performance in real time and on any device.
10/06/2015
Close Brothers partners with Software firm to enhance risk profiling
The partnership demonstrates CBAM’s commitment to intermediaries and further builds upon its intermediary offering, following recent partnerships with Distribution Technology and RSMR.
10/02/2015
The ICIJ’s findings, outlined in its report Swiss Leaks: Murky Cash Sheltered by Bank Secrecy, sent shockwaves around the world.
09/30/2015
The consortium is being led by David Rutter, who was formerly CEO of electronic trading at ICAP Electronic Trading
09/30/2015
A Zurich-based accelerator co-founded by a former UBS IT chief is looking to establish Switzerland as a hotbed for fintech innovation.
09/30/2015
The start-up did not disclose the amount of money it raised, but said the funding round was aimed at bringing key investors on board—namely Iconiq Capital, which has poured the money into Adyen.
09/29/2015
Profile Software Suisse part of the Profile Software Group, has successfully delivered wealth management pertinent solutions to Swiss-based private banks
09/29/2015
Sallie Krawcheck is launching a new online investment platform aimed at addressing the gender investing gap among women.
09/29/2015
Bill Stone, SS&C CEO, chats with Dan DeFrancesco about the five acquisitions his firm has made over the past 12 months and what the plan is going forward.
09/29/2015
Banks need to take this disruption seriously and realize how start-ups shaking up traditional wealth management, lending and investing are threatening their previously dominant positions in the market.
09/28/2015
The Hong Kong based bank has chosen the Avaloq Banking Suite based on its ability to provide a more comprehensive service, which will allow the bank to retain and grow its portfolio of private banking and retail wealth clients.
09/28/2015
Most comprehensive vendor ranking in the financial services industry features top 100 global providers of financial technology
09/28/2015
SS&C was also recently recognized at the FTF News Technology Innovation Awards for "Best Client Reporting System" for the Black Diamond® wealth platform and at the Family Wealth Report Awards for "Best Front Office Solution" fo
09/28/2015
To infect users, online banking and wealth management customers are being led to poisoned websites hosting the Angler exploit kit (EK), likely through links in email spam.
09/25/2015
Aspire Ventures to merge with Yellow Brick Capital Advisers
We share Aspire’s vision to invest in technologies that solve the problems of basic human needs
09/24/2015
Chris Blackhurst: How you can keep vital data safe for when your number's up
His wife was born there and his father-in-law passed on a gripping 20-page account of a late relative’s emigration to Australia.
09/24/2015
Given this is its first year, we were concerned that we might not get that many applications
09/22/2015
Asset servicing system consolidation drives the expansion of Multifonds’ transfer agency offering, Global Investor
Multifonds engages with the market and its client user group to assess the impact of regulatory change
09/21/2015
Many fear for the future of asset management, with Apple and other world-beating technology companies flirting with the idea of entering the industry
09/18/2015
A fully customizable interface allows each user to see the dashboards and reports they prefer. Users can then drill down through the data to get the answers they need. Deeper data access levels and customized screens can be created for your fund’s a