Managers of Wealth

Credit Suisse offers financial institutions more flexible data access

Credit Suisse is also considering introducing other APIs for financial institutions, including custodial accounts, account balances and invoicing.

Do the Affluent Respond to LinkedIn Messaging?

Digital marketing has exploded during the pandemic. Younger investors are more receptive to it than older ones.

Tokenisation - Getting Closer As We Enter 2021

At Calastone we ultimately think of tokenisation as something that standardises the representation of ownership and value

U.S. Bank Adopts SEI Wealth Platform

This news was first shared on SEI’s third-quarter 2020 earnings call.

Recalibrating wealth management through 4 Ps - products, platforms, participants, principles

With customers seeking to place a premium on all things digital / omnichannel, it has become an existential necessity for the industry to move away from archaic business models and explore the immersive realms.

Only 23% of Financial Advisors Have a Defined Marketing Strategy, According to Broadridge Study

Ninety-one percent of advisors agree that digital marketing has taken on a greater importance as a result of the pandemic.

Singapore Robo-Advisor Expands to UAE

The company said its launch is a «natural path to expand the firm into a thriving region.

Bitcoin Surges As Cryptocurrency Reaches An All Time High

Bitcoin has grown 40% since October, marking the highest valuation of cryptocurrency, a trend that is expected to stick around for the long haul.

Avaloq brings data science and AI to bear on wealth management

Avaloq Insight is built on an open, modular platform that minimizes complexity by integrating data input from various sources.

SS&C Announces 2H2020 SS&C Advent Product Updates

"Our continuous release schedule allows our clients to be more proactive and better positioned to take advantage of market opportunities."

Wealth tech spin-off to partner Objectway in providing innovative digital investment applications

The first solution that Objectway will offer the international market is built around everyoneINVESTED's 'Profiler', a fast and user-friendly app for creating digital investor profiles.

Digital Platform Solution Fortu Wealth Quickly Surpasses £230,000 Funding Target on Seedrs

Funds from the Seedrs campaign will be used to continue the growth and development of the Fortu Wealth management platform.

SS&C Leading Fund Administrator in Asia-Pacific-Focused for Private Capital Funds

Our commitment to and continued presence in the region along with the expansion of our service offices since 2007, has allowed us to grow our business to this #1 standing.

Quodd and IHS Markit form wealth management partnership

The partnership with IHS Markit has been instrumental for QUODD’s bank trust, RIAs, and brokerage customers.

Standard Chartered Signs Deal With AWS

Standard Chartered Bank is collaborating with AWS to drive its digital transformation and deliver new personalised banking services in the bank’s 60 markets worldwide.

WealthTech ranked as top wealth management trend on Twitter

Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.

KBC shifts digital transformation and customer experience up a gear with ‘Differently: the Next Level’

KBC Group is today announcing its updated strategy and non-financial guidance.

SS&C GlobeOp Hedge Fund Performance Index: October performance -0.11%; Capital Movement Index: November net flows advance 0.31%

Cumulatively, the SS&C GlobeOp Capital Movement Index for November 2020 stands at 130.52 points, an increase of 0.31 points over October 2020.

Swiss private bank signs with FundApps

FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face.

SS&C Signs More than 150 Clients to Eze Eclipse

Ennio Carboni to Lead Product & Engineering as SS&C Eze Continues Expansion

FinTech