Managers of Wealth

Avaloq wins prestigious European wealth management award

Avaloq has won the prestigious Transaction Processing Solution category at The Ninth Annual WealthBriefing European Awards 2021.

Rosie Reynolds Marketing joins as the latest PIMFA Plus Partner to help firms develop their digital futures

Rosie Reynolds Marketing offers tailored solutions for businesses to achieve their digital marketing goals such as email campaigns, social media support, website content and design, SEO, social media and Google Ads.

Digital Asset Manager Wave Financial Crosses $500 Million AUM

Wave has a wealth and treasury management division that serves portfolio solutions and services for large blockchain protocols, and HNIs as well.

Technology adoption – maximising uptake

Article based on TWM’s webinar on moving from people vs tech to people & tech. Edited by Alison Ebbage

TechRules launches in Tower a new business generation module totally integrated

An efficient business growth for financial entities

M&G Wealth partners with fintech for hybrid advice launch

Sydney-headquartered Ignition Advice announced its move into the UK in this month and is establishing teams in London and Edinburgh, following a Dublin presence in 2017.

Read online: The Exponential Pull of Innovation Uberization 2.0

Part One — Subversive Startups Challenge the Establishment and Recent Developments

SS&C Announces Modernized Platform for Global Recordkeeping, SS&C Lyric

Cloud-native platform future-proofs operations for asset managers, broker-dealers, retirement recordkeepers and superannuation providers

Fintech Platform Introduces Cryptocurrency Education Program for Wealth Managers

These products reportedly include structured investments, annuities, and defined outcome ETFs—to over 85,000 financial professionals “spanning more than 50 distribution networks.

FTRC rolls out adviser software information hub

“There’s never been more adviser technology around than there is today. "

Amicus Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving

Fintech behind DAF 2.0 Charitable Giving Platform Enters Contract with 55ip Innovator

Diary of a Fund Manager - Rubaiyat

Bitcoin fell approximately 30% in response to the Chinese government plan to curb trading and Elon Musk realising that Bitcoin mining uses a lot of environmentally damaging energy.

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

FinTech