05/11/2015
Banks Devise New Ways to Tailor Services for Millennials
About half of millennials prefer to do independent research before contacting a financial adviser
05/08/2015
Fusion, Switzerland’s first fintech accelerator, today announces that it has opened the application process for its first intake of financial technology start-ups
05/07/2015
These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.
05/07/2015
A proportion of the investment will fund a new, wholly owned subsidiary that will offer platform services to the UK wealth management market.
05/06/2015
BizEquity Advisor Office will be launched and showcased simultaneously at the Envestnet Advisor Summit in Chicago and the inaugural eMoney Advisor summit in California.
05/05/2015
Northern Trust Enhances Insurance Accounting and Regulatory Reporting Capabilities
SAP is a recognized global leader in providing enterprise and accounting solutions for the insurance industry.
05/05/2015
Innovative technology is the key to managing change by Chris Longden - Managing Director, Avaloq UK
Clients today are increasingly using online technology and social media as part of their everyday lives
05/05/2015
Charles River IMS Named “Best Portfolio Management Solution”
Presented on April 30th in London, the awards honor technology vendors for developing innovative tools for European wealth management firms
05/05/2015
Advent wins "Best Client Communications & Reporting" and "Best Portfolio Management" at the WealthBriefing Swiss Awards 2015
The program recognizes excellence among technology solution providers specializing in tools for Swiss-based wealth managers to deliver best-in-class service for their clients.
05/05/2015
World’s largest family-owned private bank deploys Secure Islands' IQProtector
After seeing IQProtector in action, we believe Data Immunization – protecting data at its source, upon creation, will be the standard for data centric security. Thanks to Secure Islands, our customers’ sensitive data will remain secure and pri
05/05/2015
Wealth-X Gains Rich, World-Class Sales Compensation Process with Xactly
Capital Intelligence Firm Bridges Global Gaps with Xactly
05/05/2015
Vanguard is in the process of transitioning clients of Vanguard Asset Management Services (AMS) – an existing wealth management, trust, and estate planning services – to the new Personal Advisor platform.
05/04/2015
It’s been the year of sort-of-free hotel Wi-Fi
05/03/2015
SurveyMonkey CEO and husband of Facebook Chief Operating Officer Sheryl Sandberg, Dave Goldberg, died unexpectedly on Friday night, his brother wrote in a Facebook post on Saturday.
05/01/2015
Infosys Finacle launches digital banking solution
Infosys has announced the launch of the Finacle Youth Banking solution, a first-of-its-kind mobile-based banking solution for young people.
05/01/2015
OLYMPIC Banking System wins two awards
ERI scores in the "Transaction Processing Solution" and “Portfolio Management” categories
04/30/2015
ABN AMRO bank rolls wealth management platform
Move will see ABN AMRO use Temenos applications across both private and corporate banking activities, driving efficiency improvements.
04/30/2015
In keeping with this principle, it is outsourcing to Swisscom key parts of its value chain that are non-differentiating at the interface with the client.
04/29/2015
Wealth in One is a fully integrated front-to-back office solution intended for a broad spectrum of wealth and investment management service providers—from stockbrokers to independent wealth managers.
04/29/2015
Deutsche AWM selected Eagle to enhance its global front-office platform following a comprehensive selection process.