09/04/2024
The platform offers integration across front, mid, and back-office operations, multi-asset, multi-currency capabilities, and technology to help wealth managers improve client experiences.
09/04/2024
Cloud-native platform reinvents the data lake by capturing and harmonizing the full transaction lifecycle, enabling firms to unlock opportunities through advanced data analytics and AI capabilities
09/04/2024
EU regulatory deadline requires a prompt industry response; globally, operational resiliency shortfalls can be addressed and scaled via mutualized services
09/04/2024
True Wealth further states that the company wants to continue to grow in the direct business.
09/03/2024
This collaboration provides opportunities for growth, digital innovation & quality and for customers a better and quicker collaboration.
09/03/2024
In addition, Leonteq will add Saxo to its network of execution brokers and leverage on their extensive trading capabilities to access capital markets in a cost-efficient manner.
09/02/2024
There is a delicate balance to be found between leveraging technology and maintaining a high-touch, personalised service.
08/29/2024
Gateway advisors gain access to innovative, next-generation estate-planning tools and resources
08/28/2024
This initiative underscores our commitment to empowering the next generation of innovators in the Web3 space and the wider startup ecosystem.
08/22/2024
Wealth managers have been exploring new use cases, eager to pioneer the launch of new solutions, aware that this technology is set to transform their business models and affect their value proposition.
08/21/2024
The cybersecurity provider also found other posts by hackers revealing their schemes to defame workers by stealing data that could be used as “leverage” if companies refuse to pay.
08/20/2024
Tech update advances Valverde’s tailored investment strategy capabilities amid ASEAN investment growth
08/20/2024
Wealth management advisory needs refreshed approaches to unlock the new value and perspectives necessary.
08/20/2024
By implementing nCino, ABN AMRO is unlocking added business value through enhanced collateral management
08/20/2024
In order to improve its product offering, Upvest is teaming up with Deutsche Bank.
08/19/2024
Many view Explainable AI (XAI) as a critical component in making AI work in heavily-regulated industries like banking and finance.
08/19/2024
US-based fintech FusionIQ has partnered with wealthtech provider interVal to expand technology solutions for financial advisors.
08/16/2024
Aspen founder Andrew Spence aims to combat the industry’s ‘lack of imagination’ by offering a digital experience with a wide range of portfolios with the help of strategic partner FNZ.
08/16/2024
The hybrid advisory model marries the personal touch of human advisors with the efficiency of digital tools
08/14/2024
As AI continues to evolve, it offers significant benefits in terms of efficiency, accuracy, and personalised service, while also introducing challenges related to data privacy, system integration, and ethical considerations.