11/02/2020
The survey also found that expectations of end clients are rising, with 2 out of 3 respondents saying their clients want a greater digital experience and, as a result, 69% of firms now plan to digitalise their business and client engagement in the next 2
11/02/2020
When the mobile app launches users will be able to buy equity tokens directly in the app, allowing them to become shareholders in their own bank.
11/01/2020
Strengthening customer relationships by providing exciting new services that protect everyone's health while saving valuable time is proving to be the financial services' greatest challenge.
10/30/2020
Broadridge Reports First Quarter Fiscal Year 2021 Results
Recurring fee revenues increased 8% to $671 million from $623 million.
10/29/2020
Acumennet has been deployed as a Front-Middle-Risk Treasury system across a comprehensive spectrum of asset classes
10/29/2020
New modules arm complex asset allocators with centralized investment research and analytics capabilities.
10/29/2020
Avaloq pairs with Investment Navigator for wealthtech compliance
The two Swiss-based tech companies are partnering to simplify investment advisory compliance for wealth managers.
10/28/2020
Already, “several direct investments are in evaluation” by UBS, it said, but didn’t name any of the firms it set its sights on.
10/27/2020
Through its partnership with "blue", Credit Suisse is also offering its CSX clients discounted access to Swisscom's new entertainment world.
10/27/2020
Brooks Macdonald Partners with SS&C to Transform Wealth Business
This partnership is the next step in delivering Brooks Macdonald’s vision as the leading investment manager for intermediaries, providing best-in-class adviser experience and client service through technology and innovation.
10/27/2020
Opalesque Industry Update - Two Ocean Trust, a Wyoming-chartered trust company that provides wealth management services for high-net worth individuals, family offices, and advisers, announced the launch of a comprehensive suite of digital asset products a
10/27/2020
Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency
10/26/2020
CEO of Incedo, a Bay Area-headquartered consulting, analytics and technology services firm.
10/23/2020
BITA Risk now brings practical ESG (Environmental, Social and Governance) management to the desktop for wealth managers.
10/23/2020
The ascendance of a new generation of retail investors has enhanced the spotlight on this fast growing area, as has COVID-19.
10/22/2020
While consumer data rights legislation officially kicked off in July this year, it won’t be until next year we’ll begin to see some of the benefits of Open Banking.
10/22/2020
With AI, after a time we may start to receive different answers from the same inputs because it generally involves broader data sets and far higher volumes, with all the associated probabilities.
10/22/2020
Build it and they will come.
10/22/2020
Movements in the Indicator reflect investor confidence in their allocations to hedge funds.
10/22/2020
This helped Cidel grow its AUM even during the initial stages of the implementation