04/28/2016
Swissquote is dedicated to protecting client data confidentiality and to ensuring transparency and compliance. To better achieve these goals, Swissquote Bank required a complementary control solution for their T24 core banking platform.
04/26/2016
Tim Sharp, executive director at GFH, says WDX ONE is a “solid, scalable” platform and the company is “impressed” with its functionality.
04/22/2016
The deal involves the introduction of a fully integrated solution for the Maybank’s Singapore-based regional wealth management business, and is in line Maybank’s ongoing drive to expand its digital footprint in the region.
04/21/2016
Ralph Mogicato, a fintech angel investor, explains why banks and fintechs will work ever-closer as the former rely on the latter for something interesting and new to offer to clients to service their wealth management needs. Disruption in any dramatic way
04/21/2016
Liontrust, which has used Eze EMS since April 2012, chose Eze Software Investment Suite because of its capacity to support enhanced analytics
04/19/2016
Profile will present the findings from the research conducted, with the support of ComPeer, to leading UK-based Wealth Management Institutions.
04/19/2016
Further, another report released in 2016, by KPMG, predicted that between shifts from traditional advisers and new investors, USD2.2 trillion from existing and new investments will be managed by digital advice platforms by 2020.
04/19/2016
“We are very excited to expand and support sophisticated investors and their advisors across EMEA. Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”,
04/18/2016
Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading f
04/13/2016
Huatai provides services including brokerage and wealth management, investment banking, asset management and investment and trading to retail investors, institutional investors and corporate clients.