06/15/2015
Matchmaking wealthy clients with the right wealth manager
A Portal to match affluent and high net worth clients with wealth management firms is being rolled out this week
06/11/2015
The list of established firms seeking a piece of the digital wealth management pie grew as Capital One and Pershing announced their own offerings within days of each other
06/11/2015
Leading software and services firm wins 'Outstanding Wealth Management Technology Provider
The leading provider of software and services to the EMEA investment management industry, was named “Outstanding Wealth Management Technology Provider”
06/11/2015
Registered Investment Advisor takes advantage of SS&C’s Investment Intelligence Cloud and Suite of Integrated Applications
06/11/2015
Elon Musk's SpaceX has asked the FCC to let it start testing a new Internet service, delivered to customers from space.
06/10/2015
UBS Equity Plan Advisory Services offers plan administration and transaction solutions to more than 170 companies representing one million-plus participants in over 150 countries. UBS works with Certent to service a significant portion of its partial admi
06/10/2015
SetClaim offers much-sought efficiency, transparency, client service and funding optimisation to the capital markets’ back office
06/09/2015
This acquisition provides the Financial Systems business with an increased client and recurring revenue base within its core Trust & Fund Administration sector.
06/08/2015
In the three months leading up to the April release of the Apple Watch, the wearables market continued to show strong growth
06/08/2015
Admit it. You’re addicted to your phone. With a plethora of apps available now, here are some of our top picks to make your millionaire lifestyle even easier.
06/05/2015
Avaloq received the award for Outstanding Wealth Management Technology Provider for the Avaloq Banking Suite, which offers a fully integrated, modular solution of back, middle and front office functionalities for banks and wealth managers.
06/05/2015
But robo advisor has broadened to be a catch-all term that has included over time any digital-first wealth management firms
06/05/2015
Advisors Using Advent's Black Diamond WM Platform Averaged Close to 25% Asset Growth in 2014
The recent recognition for Black Diamond(R) both as the winner of the "Best Client Reporting Solution" at the FTF News Technology Innovation Awards
06/05/2015
Operating expenses are generally 50% higher for Islamic Banks as their products are Shari’ah compliant, making the Islamic market expensive and difficult to crack.
06/04/2015
The second part of the plan involves Pershing’s recent integration with Vestorly’s content management platform to let advisors augment client communication with automated marketing content.
06/04/2015
Conectus was first introduced in April as a module within Objectway's Wealth in One solution and is now available to the market beginning today as a stand-alone channel proposition.
06/04/2015
With Paymit, users can make or receive payments through their mobile phone – quickly, easily and securely.
06/02/2015
Avaloq announces expansion of Edinburgh R&D centre
The Avaloq group confirms its ambition for a stronger presence in Scotland at an official opening event to mark the expansion of its Research and Development centre in Edinburgh.
06/02/2015
Schroders signs up to the Calastone Net Payments Hub
The Net Payments Hub offers an infrastructure designed to enable the net settlement and payment of matched trades.
06/02/2015
Vermilion selected to streamline reporting at Danish private bank
“This is a major strategic project for us, streamlining our processes, reducing our operational risk and increasing the visibility of our reporting processes,”