Managers of Wealth

SS&C GlobeOp Forward Redemption Indicator: May notifications 4.00%

Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.

FNZ disputes regulator’s 'outdated' view of platform market

Therefore when studying the market in which FNZ and GBST worked, the competition watchdog only looked at other software providers in the retail platform space, which, FNZ argued, had eliminated a lot of real life competition on paper.

ITI Capital launches digital wealth management platform for support during COVID-19

The reality is that online advice is rapidly becoming ‘the new normal’ and will continue to do so in the future.

3K Investment Partners selected Axia to advance its Fund & Asset Management operations

3K Investment Partners is an independent mutual fund management firm that offers a wide range of mutual funds and tailor-made investment solutions

Technology helps managers meet growing investor needs

SS&C Intralinks, one of SS&C’s software-oriented business units, serves the world’s largest community of GPs and LPs with more than 245,000 LPs from over 57,000 organisations, including endowments, foundations, consultants, pensions an

AJ Bell chooses Stripe for better payment processing

The ability to rapidly enforce strong customer authentication requirements and also integrate Apple Pay and Google Pay with just a few extra lines of code, were important to us, and more importantly, valuable to our investors.

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

FinTech