03/02/2021
The Kalifa Review of UK FinTech
Independent report on the UK Fintech sector by Ron Kalifa OBE.
FinTech
03/02/2021
The digital future is coming at us faster than ever before
Digitalization can transform economies and lives.
03/02/2021
RBC selects FactSet as market data and technology provider for wealth management
The multi-year agreement also encompasses FactSet’s Advisor Dashboard, which will provide RBC’s wealth management teams with a holistic view of their entire client base.
03/02/2021
Harvey Nash / KPMG CIO Survey 2020: Asset Management
How asset managers are adjusting their IT priorities in response to COVID-19.
03/02/2021
SS&C Intralinks Sees Continued Strength in Mergers & Acquisitions Activity through Q2 2021
We anticipate positive M&A volume across most territories through Q2 2021 and are looking at new ways in forecasting deal volume through these unique times.
03/01/2021
SS&C ALPS Advisors Announces Active REIT ETF
Partnership with GSI Capital Advisors and Blue Tractor will support expansion into active ETFs
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.
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