Managers of Wealth

AutoRek nominated for duo of awards

The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.

Pushing the pace of RegTech adoption to fight the criminals

Her PHD from the London School of Economics focused on the challenges banks faced in dealing with the pace and scale of regulatory changes following the 2008 financial crisis.

Digitalization of client engagement

How digitalizing client experience can drive client acquisition and retention

SS&C Increases Offer on Acquisition of Mainstream Group

In the absence of a superior proposal, and subject to the independent expert concluding that the revised scheme is in the best interests of Mainstream shareholders

Crypto Wealth Management Platform YIELD App Partners Steady State, a DeFi Insurance Protocol

The platform’s developers claim they’re pioneering a new model in DeFi insurance that will insure platforms and protocols “against a comprehensive range of risks.

Diversified Trust Selects SS&C

SS&C's comprehensive offering vastly improves fund accounting and reporting exceeding our clients' information and communications requirements on a single easy-to-use platform, so we can focus on helping our clients make decisions.

Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds

SS&C will provide private equity administration, portfolio look-through reporting, tax services, treasury support services and investor AML/KYC compliance.

Raymond James Launches New Proposal Tool Within Its Robust Wealth Management Technology Suite

New technology tool streamlines the process of packaging and presenting high-quality proposals, helping advisors share customized recommendations with clients

Thriving through turmoil: financial advisers report boom in 2020

FE fundinfo's 2021 Financial Adviser Survey reveals how advisers are investing in technology to meet the challenges and opportunities emerging through the Covid-19 pandemic

Standard Chartered inks MoU with Tazapay

Agreement marks important step in developing digital escrow as a universally trusted and accepted settlement method for trade and commerce

Blockchain specialist joins the Avaloq.one ecosystem

Blocksize Capital provides financial institutions with cutting-edge technology allowing them to embrace this fundamental transformation.

Cloud Migration in the Background of a Digital Transformation Framework

Cloud computing is in fact a great opportunity to reduce costs, increase efficiency, scalability, and security.

Dynasty Arms Advisors With Crypto SMAs

Dynasty Financial Partners joins Mariner Wealth Advisors in putting Eaglebrook Advisors' SMAs for digital assets on their investment platforms.

Bitcoin woes serve as a reminder of why to rigorously interrogate things before investing

Bitcoin will not do this and the logic for investing in it is not sound.

The top 5 challenges of investor onboarding and the need for digitization

These documents are usually 50-80 pages long, full of legal language, with complex forms embedded within them. Investors are then left to decipher the forms to complete them correctly.

New Access ranked among the "World's most innovative wealthtech companies"

Awarded for their innovative use of technology to solve a significant industry problem

Open Finance: The Evolution Of Finance Into An Open Ecosystem

They will have a better understanding of their financial position and improve their financial wellbeing.

The benefits of a modern tech stack in the wealth management industry

The slick digital experience presented by other industries means customers now expect the same from all providers

Paris-based Finary raises €2.2 million to grow private wealth management tracker in Europe and US

In addition, the platform allows investors to optimise their investments through machine learning algorithms.

StashAway launches a term life insurance product to expand its wealth management offering

StashAway Term Life is a yearly renewable policy designed to give clients a flexible insurance option.

FinTech