03/01/2021
Front-to-Middle Office Platforms: North American Wealth Management Edition
Vendors providing the front-to-middle office platforms for these financial institutions must deliver a solution that produces an exclusive client experience.
FinTech
03/01/2021
Profile sponsors the Digital Integration in Wealth Management 2021
Profile and its executives will be participating in this event as Silver Sponsors to discuss how its innovative and award-winning platform for the Wealth Management industry
03/01/2021
intelliflo combines five digital wealth businesses under one brand
Intelliflo UK’s Intelligent Office becoming intelliflo office – which streamlines the entire advice process, allowing users to enter client’s data once, and use it for many different purposes, all within a single, time-saving system.
02/26/2021
Chartis Research recognizes SS&C Algorithmics Balance Sheet Risk Management
The company demonstrates that innovation is a continuous process.
02/26/2021
UK’s global fintech leadership bolstered by new review
An independent review has set out a plan for the UK to retain its global leadership in fintech by helping the country’s financial technology firms to scale up, access the talent and finance they need, and deliver better financial services.
02/26/2021
FIS Unity Wealth Management Platform Named Best Technology Platform for Family Offices at Private Asset Management Awards
Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.
02/25/2021
Go "beyond banking" with an open, customer-centric ecosystem
The study reveals that open banking enables institutions to offer a wide range of innovative products for private and corporate customers, in cooperation with third-party providers.
02/25/2021
Technology to the rescue for advisors & wealth managers that have no time for Social media
Social media is already the second biggest item of marketing spend for them and 68% believe that Social media spend will increase going forward.
02/25/2021
Taking The On-Ramp To Financial Modernization
Many of the tools now being used to accelerate modernization initiatives were already available, though perhaps not widely adopted.
02/25/2021
Cryptocurrency: is it too hot to handle? The Top 4 UK resident investor concerns
Legal recourse against crypto exchanges may be difficult.
02/24/2021
WealthTech Views Report: Looking into 2021
The technology vendors cover a cross-section of business needs, wealth manager client types, and territories.
02/24/2021
Bordier & Cie SCmA to offer cryptocurrencies to their customers* via Sygnum
Bordier clients can now securely buy, hold and trade cryptocurrencies such as Bitcoin, Ethereum, Bitcoin Cash and Tezos
02/24/2021
Geneva private bank to offer cryptocurrencies to clients
Its clients can now buy, hold and trade cryptocurrencies including bitcoin, ether, bitcoin cash and the tez.
02/24/2021
Covid-19 has accelerated the digitalization of the global Wealth Management sector and this trend is expected to continue in 2021
2020 was one of the most turbulent years in recent history
02/24/2021
Wealth Managers: Time to Shift your Technology Priorities
Should we consider working with partners that can deliver technology innovation for our front office
02/23/2021
Hedge fund billionaire backs bitcoin payment startup
Recent investor attention towards bitcoin has led to a surge in its price. The cryptocurrency has risen over 400% since last October and recently reached an all-time high above $56,000 per coin.
02/23/2021
MMC Ventures offers new HMRC-approved EIS product
EIS fund manager MMC Ventures is among the first companies to allow investors to take advantage of HMRC’s revised approved fund EIS rules.
02/23/2021
additiv identified as offering one of the best WealthTech platforms within independent industry evaluation
It includes a vendor evaluation using aperture’s The Market Map software assessment methodology, which highlights those WealthTech solutions that are best suited to help wealth managers meet digital age demands, placing additiv at the top of its &am
02/23/2021
A stock trader’s dream come true – This hyper-functional mobile workstation has 7 displays and will cost you $20,000
The hyper-functional portable computer also weighs 12 kilograms (about 26 lbs), which might be more prohibitive than its price-tag.
02/23/2021
FinTech positioning for a re-opening in 2021
Within our investment process we select reasonably priced profitable quality compounders with a high purity factor that benefit from long-term FinTech trends.