Managers of Wealth

SEI Launches New Investor Tax Savings Report for Independent Advisors

Automated Service Now Part of Suite of Innovative Technology Solutions

Dorsey & Whitney Trust Company and Hills Bank and Trust Go Live on the SEI Wealth Platform in a Fully Remote Environment

Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations

Hong Kong Virtual Banks Eye Wealth Management

Seven out of the eight licensed virtual banks have officially opened for business with the final entrant

Cantonal bank teams up with consulting firm to boost IAM services digitisation

The bank aims to connect its custodian bank services with external asset managers.

How to Make Cybersecurity Awareness Month Work for Your Organization

Too often, NCSAM is wrought with mandatory awareness training that employees ignore, or tweeting tips to customers.

Avaloq's Francisco Fernandez Rides High

For all of Fernandez’s big Silicon Valley aspirations, he remains more of a matter-of-fact IT whiz than a flamboyant tech bro.

Capgemini’s World Payments Report 2020: Will COVID-19 spark the end of cash payments?

COVID-19 has accelerated the rate of innovation within the payments space to quickly form the ‘next normal,’ requiring payments firms to be digital masters almost overnight.

Swiss Fintech Launches New Version of Wealth Management Software

The new version of KeeSense is part of this vision of innovation and excellence.

St. James’s Place Extends Multiyear Relationship with SS&C

The largest U.K. wealth manager cites strategic partnership, responsive service and peace of mind as key reasons to extend agreement

Broadridge and PPI AG Collaborate to Launch Payments-as-a-Service for the European Market

New generation of modern payments processing platforms and services combines the payment expertise of PPI AG with Broadridge's SaaS competence and operational excellence European banks to achieve a more powerful payments operation with new solution

CREALOGIX and Solo.io partner to deliver a secure digital banking platform on the cloud

The partnership between CREALOGIX and Solo.io started during the extended validation phase as they worked together to add financial industry specific functionality to Gloo.

Swiss Tech Firm Quietly Advances in Niche

The start-up benefited from an era of cost-cutting in Switzerland's banking industry.

Global Fintech Strategist Chris Gledhill on Unsticking Incumbent Innovation

Automation is another key area of development.

SS&C Intralinks 2021 LP Survey Highlights Alternative Investments amid Pandemic

Fifth annual survey explores limited partners' alternative investment strategies and plans for 2021

Broadridge Research: Active Asset Managers Can Meet Rising Demand With New ESG Solutions

Changes in the makeup of the ESG market over the last five years have important implications for asset manager strategies.

Flexibility, simplicity and modularity - a look at Contemi’s offering to the wealth management sector

With an emphasis on flexibility, Contemi is a provider of software and digital solutions with a global reach.

Four transformational technologies to have on your radar

The EY Megatrends framework for disruption allows companies to distinguish between causes and effects and differentiate between near-term and longer-term trends.

Schroders deploys SteelEye for Mifir transaction reporting

SteelEye, the compliance technology and data analytics firm, has been selected by the world-class investment manager, Schroders. The FTSE100 listed global investment manager with over £500bn assets under management deployed SteelEye in July 2020.

Overcoming barriers to AI adoption – liability

The responsible use of AI across different industrial sectors has the potential to increase productivity and efficiency, and bring positive changes to society, the economy and the environment.

Luxembourg companies allowed to hold virtual meetings until 31 December 2020

As the coronavirus pandemic continues to have an impact on society and good corporate governance

FinTech