02/09/2024
Partnership Marks First Time Financial Advisors and Institutions Have Access to Anchorage Digital via All-in-One Wealth Management Platform
02/09/2024
A challenge here is identifying where exactly these investments need to be made.
02/09/2024
Advisors with a defined marketing strategy falls to the lowest rate in five years (20% in U.S.), yet confidence in meeting practice goals remains high
02/08/2024
WealthArc empowers family offices, wealth managers and other wealth owners with a state-of-the-art data management platform aggregating over 200k positions every day across the globe.
02/07/2024
Private banking needs to step up and meet the needs of those garnering wealth through crypto.
02/07/2024
The tokenized warrant marks yet another milestone in UBS’s ongoing efforts to grow its digital asset capabilities.
02/07/2024
The city of Lugano has issued a digital bond with a volume of 100 million francs.
02/07/2024
The head of asset allocation at LGT Capital Partners reveals how the firm is using AI to hunt for alpha.
02/06/2024
Wealth managers view their current technology systems as outdated, Avaloq says
02/06/2024
Temenos’ cloud-native platform enables SBI to rapidly launch US dollar financial products and leading digital experiences to customers across Latin America
02/02/2024
This was stated in a statement from the young company, which makes fiduciary and business administration services accessible to SMEs online.
02/02/2024
Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.
02/02/2024
Our results, including 6% organic Recurring revenue growth constant currency, demonstrate continued execution on our goals to democratize and digitize governance
02/01/2024
Wealth Dynamix is a leading provider of CRM, Onboarding and CLM (Client Lifecycle Management) solutions, which are now available linked with Temenos as part of a strategic partnership.
01/30/2024
The newly patented technologies enhance trade workflows, from bond discovery and selection
01/30/2024
The product has been launched in response to rising demand as part of Bitpanda’s commitment to meeting the needs of every investor in the European Union.
01/24/2024
The new LYNQS mobile version is one of the first click n’ trade platforms that is accessible via mobile devices in Asia.
01/24/2024
In order to achieve this, they are embracing technology and refining their software solutions as well as considering the use of artificial intelligence (AI) in their business.
01/24/2024
With this latest capital injection, WealthKernel is looking to capitalise on European demand for investment infrastructure
01/22/2024
Iress’ advice software Xplan will be deployed across the whole of Mattioli Woods wealth management business, including employee benefits.