Managers of Wealth

SS&C Announces 1H2020 SS&C Advent Product Updates

Client feedback has been instrumental in driving development across our solutions, resulting in a robust set of enhancements,” said Karen Geiger

Ready for the Digital era in Treasury ?

Wondering how we can help support your Banks’ Digital Transformation strategy in these unprecedent times?

DFMs adapt in battle to find new clients

Several wealth managers have had ‘eye-opening’ experiences when using technology to replace face-to-face meetings with prospective new clients.

SS&C Technologies Completes Acquisition

Glenn Schmidt named SS&C Innovest General Manager

SS&C debuts at #580 on Fortune 1000 2020 list

SS&C’s financial highlights include GAAP revenue of $4,632.9 million, increasing 35.4 percent from $3,421.1 million in 2018. Fortune ranked companies by total revenue over the previous fiscal year.

SIX launches data platform, CS and UBS join

SIX will initially offer two solutions, one allowing third-party providers to obtain detailed account and transaction information from banks for their customers

The Great Digital Divide

Why bringing the digitally excluded online should be a global priority

Exploring the benefits of neobanking

Neobanking also offers significant flexibility for customers – customers are given more options from the get-go with add on services rather than a package approach.

Zurich WM launches 'the first fully automated currency fund'

The trading system spent about seven years in development, with the help of Zug based tech start-up Pecunia.

5 things we’ve learned about remotely onboarding new employees

Technology has allowed most people at Octopus to carry on doing their jobs with minimal disruption.

Adhesion Wealth Launches Customer-Centric Website

Redesigned Homepage Provides Information & Resources for RIAs Changing Platforms, RIAs Rethinking Outsourcing, Advisors Seeking Independence & Asset Managers

Econopolis unveils digital wealth management service

Twain is a digital platform for discretionary wealth management which sets out from the investor’s personality and needs.

Customer experience & Omnichannel Transformation in uncertain times

In these uncertain times it is vital to function proactively and explore new ways to drive multichannel engagement, while at the same time offer personalised and reliable communication.

Northern Trust Deploys Artificial Intelligence for Currency Management Using Advanced Machine Learning

Solution Brings Greater Data Oversight and Enhanced Risk Management

3 Ways to Stabilise your Wealth Management Business by Delving into Data

The urgency to act is now far greater, as business continuity could depend upon it.

Brinker Capital to implement BlackRock's Aladdin Wealth Platform

This success is due in part to the team’s expansion, customized portfolio management, ancillary services provided by leading industry partners, and enhancements to Brinker Capital’s advisor and end-investor platform, One Wealth Life.

For Wealth Managers, Technology Can Enable Genuine Human Interactions

For SIEL’s CEO, Brett Williams, social distancing measures have shown the positive role of technology in enabling more face-to-face client service rather than replacing it.

FAB Switzerland renews its long-term contract with Avaloq

For Avaloq, this is the second deal closed with a Geneva-based private banking institution in 2020.

Your Home Office Is a Hacker’s Paradise. Here’s Why.

Kids, anxiety, and distance from colleagues make investors ultra-vulnerable.

Capita Partners with Wealth Dynamix

The Capita Consulting team brings vast expertise to wealth and asset management firms looking to harness the power of digital, data-driven technology solutions.

FinTech