09/01/2021
Germany's oldest bank partners with aixigo for discretionary wealth management
aixigo has the world’s fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, cash flow planning, portfolio analysis, and portfolio monitoring.
09/01/2021
The Avaloq Wealth platform offers a modern microservice architecture, allowing financial institutions to consistently scale the growth of their wealth management business.
09/01/2021
Expands Direct Market Solutions to cover 50% of global meetings - complementing its 100+ market coverage model, improves market voting deadlines and lowers overall costs to custodians
09/01/2021
Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives, namely achieving growth at scale.
09/01/2021
Lynk also features top-ranked UBS Global Research analysts on its platform, meaning its customers can tap the bank's experts for Q&As, consultations and executive briefings across themes such as ESG, valuation and accounting.
08/31/2021
The firm selected Riskalyze for its state-of-the-art analytics and research capabilities.
08/31/2021
Demi Derem assesses the industry’s challenges on the journey to SRD II compliance and how intermediaries can avoid being left behind.
08/30/2021
Likewise the need to counter the growing appeal of all-digital providers like Chime and Ally and strong digital players like Bank of America and Chase sits on every bank and credit union do-list.
08/27/2021
For TechRules, this partnership completes its innovative portfolio management with an exceptional back office, which gives the client a perfect solution for the entire investment and wealth management process.
08/26/2021
Amazon has had a limited insurance operation in the UK for several years.
08/25/2021
The current exploratory phase is crucial for the future of finance and its digitalisation, as blockchain is one of the most promising options
08/25/2021
Payments are available in bitcoin and ether.
08/25/2021
Citi's Wall Street rivals have shown increased interest in the space of late. Goldman Sachs reportedly restarted its crypto trading desk in March to deal bitcoin futures and non-deliverable forwards to support clients like hedge funds.
08/24/2021
Companies that can simplify device and subscription management may earn favor with tech-weary consumers
08/24/2021
The partnership of the two Zurich-based firms comes as a result of the need for investors and wealth advisors to directly access relevant content and ideas to support investment decisions.
08/24/2021
Nickel Digital commissioned a survey with 23 institutional investors and wealth managers in the UK who collectively oversee US$66.5bn in assets and who currently have some exposure to digital assets.
08/24/2021
This requires a culture of proactive change that is typical of a technology-forward institution.
08/24/2021
Lombardy emerges as a leading region for the number of ventures, with 169 HQ out of the 345.
08/24/2021
Group net profit increased to CHF 71.1 million. All three market divisions and booking centres contributed to this robust growth.
08/24/2021
The diversified portfolios are focused on disruptive technologies and sustainability.