Managers of Wealth

Zurich Invest AG chooses FA Solutions as its asset management technology partner

The FA Solutions team has worked with Zurich Invest AG over the last year to launch new business processes with their platform.

4 exciting Swiss FinTech companies disrupting the financial space

The integration will leverage TrueLayer’s Data and Payment APIs for enabling Numbrs’ users to combine their external bank accounts in one place.

Digital transformation in investment management: Adapt or adopt?

There are two fundamental approaches organisations often consider when they are facing the challenges of an underperforming system.

Indigita & ERI Bancaire integrate automatic cross-border controls

The integrated solution can be applied to the various modules of the OLYMPIC Banking System and its rule engine functions with standard and customised country manuals.

The ‘human touch’ to remain key to financial industry success — Avaloq

Based on a series of interviews with financial institutions as well as research among investors and end-clients

Major French Private Bank Digitises Onboarding with Wealth Dynamix

In recent years the bank has invested in technology to enrich client experience throughout the initial prospecting, engagement and sales cycle.

Open-source: the missing piece in your digital transformation puzzle

Rapidly shifting business conditions are compelling organisations to rethink how they operate.

Technology & Innovation Update Q4 2020

In each quarterly issue of the Appleby Asia Alert, we bring you the latest offshore legislative and regulatory updates in the technology and innovation sector.

Private equity firm signs third acquisition in the UK wealth management platform space

Acquisition marks the third investment

Benelux-based wealth manager selects Objectway

Objectway's Client Onboarding solution, part of the WealthTech Suite, will replace the manual data entry system of KBC Securities Services currently in use and will improve processing times and data quality.

Former J.P. Morgan leadership team launches wealth management platform

We understand these challenges and have built a solution to address them.

Wealth Manager: Are You Ready To shape Your Future?

Read about their discussion in this report

SEI Unveils Enhanced User Interface for the Archway Platform

SEI’s Archway Platform and suite of family office services are leveraged by hundreds of family offices and high-net-worth families.

Alpian Selects Temenos SaaS

Temenos Transact delivered as SaaS will enable Alpian to get to market faster, lower operational costs and benefit from increased ROE.

Pacific Premier Trust to Convert Wealth Business to SEI Wealth Platform

SEI's Modern Technology Offering and Robust Integration Strategy Key to Growth

SS&C Announces New Blue Sky Portal

Dedicated technology solution for compliance with state Blue Sky laws to enhance the client experience

SS&C GlobeOp Hedge Fund Performance Index

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.05% in December.

Asset Servicing Innovation: Survey Key Findings

Explore the key findings of our market study, 'Asset Servicing Innovation: Are We in the Perfect Storm?'

The Wealthy Are Jumping Into Bitcoin as Stigma Around Crypto Fades

With Bitcoin surging more than 270% since March, the rich are ratcheting up investments in digital currencies and anticipating further gains.

Altendorf and Zurich WM tech firms merge, will have CHF 50bn clients

Together, their clients will include Bellevue Asset Management, Entrepreneur Partners, Finaport, Globalance Bank and VT Wealth.