06/01/2016
No waiting for wealth management innovation
How fast will advisers catch on as more firms follow UBS and RBC’s lead?
06/01/2016
No waiting for wealth management innovation
How fast will advisers catch on as more firms follow UBS and RBC’s lead?
05/31/2016
While the majority of executives at these firms that understood how blockchain worked also agreed it would overhaul the world’s financial systems
05/31/2016
He's had run-ins with armed gangs, the Kremlin, and once threw paper planes made of money out of his office window.
05/30/2016
The distributed ledgers inconceivable just a couple of years ago are on the precipice of ushering in a new era of innovative financial engineering and precision in risk management. Read more: http://www.nasdaq.com/article/blockchain-technology-will-profo
05/27/2016
Our work in partnership with our customers has resulted in continuing investment in the OLYMPIC Banking System in the last few years, in areas such as portfolio management among others.
05/24/2016
The report concludes that the platforms "will not be significant players in terms of overall volume or share."
05/23/2016
Asset managers, including a cohort of UK managers, are also looking into employing the technology to trade directly with each other, cutting out traditional middlemen such as brokers and bringing their costs down in the process.
05/20/2016
Asset management commentary creation cut from weeks to seconds
05/20/2016
EFG International picked up the prize for “improved efficiency”.
05/20/2016
Objectway triumphs for third year at European Wealth Awards
This year’s victory bolsters the company’s position as one of the pre-eminent players in the European investment management technology space.
05/20/2016
İşbank is the first bank in Germany focused on retail and corporate banking to opt for the fully integrated, broadly scalable core banking system from Avaloq.
05/20/2016
Bank of Montreal Asia Pacific, which provides wealth management services to over 1,000 high net worth clients in Singapore and Hong Kong, evaluated several alternatives before selecting the Temenos core banking solution. The Temenos solution was judged to
05/20/2016
This follows on from it winning the same category in 2015 and Risk Management Solution in 2014.
05/19/2016
Asset Control was selected after an extensive RFP and competitive process as it was a solution that could satisfy the World Bank Group’s demanding requirements – which was for a highly reliable and scalable market data management platform.
05/13/2016
Arnerich Massena Inc., an independent investment advisory firm specializing in wealth management services, innovative investment strategies, and retirement plan consulting, has added a new tool for wealth management clients.
05/11/2016
This isn’t to say that financial advisors, shouldn’t be concerned about their livelihoods. There definitely will be a culling within the industry.
05/11/2016
This is the main finding in the report “Investors’ Attitudes towards Robo-Advisors – Evidence from the US and the UK ” by Swiss research company MyPrivateBanking Research.
05/10/2016
FolioDynamix offers wealth service providers and investment advisors the most comprehensive, truly unified web-based wealth management technology platform
05/10/2016
Wealth Dynamix Launch WDX ONE
Secure Microsoft Cloud-based CRM system to deliver unrivalled operational and cost efficiencies
05/09/2016
Any application that can deliver media, files or executables to an endpoint from untrusted parties should be regarded as a vector of attack.