Managers of Wealth

SS&C Expands Data Solutions

Advent Transport optimizes custodial data operations

Big Four Accounting Firm Wants To Empower Enterprises With Ethereum

These goals sound very promising and nice but the path to get there can be challenging as enterprises are struggling to feel comfortable with the existing compliance rules and regulations and to overcome their fear of exposing their private data and asset

SEI Lags Q1 Earnings Estimates

SEI Investments Company today announced financial results for the first-quarter 2020

Technology will be key differentiator in risk management

With new regulations such as FRTB in sight, sell-side firms that have invested in upgrading their risk systems will have a clear advantage over those who have not.

Nets and KPMG explore the power of AI in fraud prevention

UK banks and card companies prevented £1.66 billion in unauthorised fraud in 2018 alone.

COVID-19 and the CARES Act: Tax considerations and services

Tax Optimizer, our secure web-based tax preparation and hypothetical trading tool, is equipped with analytic tools that will identify the market volatility impact on your portfolio.

Multi-Strategy Portfolios Benefit clients, Let Technology Benefit You By Boris Bykhovsky

A common way to address these goals is through the creation of multi-strategy portfolio (MSP) or multi-asset portfolios (MAP).

Avaloq named a Leader in Everest Group’s 2020 Wealth Management PEAK Matrix Assessment

Companies were analysed based on two broad themes: their market impact and their vision and capability.

Delete These 101 Suspicious Apps Now to Keep Your Phone Safe

There is still more proof that these apps are malicious and dangerous.

Objectway offers licence-free period for WealthTech

The rapid escalation of COVID-19 outbreak has forced us to test our business continuity plans

Private banking meets the public cloud

They need the same flexibility as the larger banks.

Cambria Investment Management Hires SS&C to Service ETF Lineup

SS&C ALPS has been servicing the ETF industry since 1995 with a unique full-service offering that includes fund accounting, legal administration, distribution, and liquidity risk management.

Acumen-net ready to support LIBOR discontinuation with new modules

Through continuous investments in designing innovative solutions, Profile and Login have been proactive to accommodate the upcoming change

Up next for Apple: HomePod 2, new AirTag wireless trackers

A smaller smart speaker plus a 'Tile-killer' tag will join the iPhone 12 generation later this year.

Technology will win future clients

There are several considerations when selecting the right type of co-browsing or client portal software. Here are some key areas to bear in mind.

Digital will be the new normal for wealth management

But lockdowns are highlighting how many firms aren’t transforming fast enough.

Time ripe for robos in wealth management

It can help mitigate scale of disruptions and can also help in a turnaround

Swiss Wealth Technology Landscape Report

The Swiss Wealth Technology Landscape Report 2020, a directory-based report highlighting over 300 relevant technology and related solution providers that support the technology and related business needs of the Swiss wealth management sector

Avaloq and ACTICO expand strategic partnership to prevent financial crime

The expansion of our partnership with ACTICO illustrates the importance Avaloq attaches to the basic principle of an open platform architecture.

FNZ fails to allay CMA concerns for GBST deal

After competition of the phase one investigation, the watchdog has decided to launch a more in-depth investigation.

FinTech