Managers of Wealth

Avaloq Posts Record Annual Revenues of CHF 609 Million

Avaloq saw a significant number of successful “go-lives” and new client wins in 2019, with particularly strong growth in the Asia-Pacific wealth management sector.

It's Time to Take Seriously the Machine Ethics of Autonomous and AI Cyber Systems

In this age of wonder, it is critical to examine laws, policies and ethics.

Ant Financial, Vanguard Group target 900m users with robo adviser

The transactions are done automatically and the robo adviser will also help investors re-balance their portfolios if necessary.

Software providers CREALOGIX Switzerland and Fairgate AG join forces to provide comprehensive support to clubs and associations

To extend its reach to clubs and associations, CREALOGIX Switzerland is making its financial module available to Fairgate customers.

InvestSuite snaps up €2 million to grow its investment tools for banks and brokers

Financial institutions are accelerating their digital transformation of wealth management as a result of increased regulation, lower profitability and a challenging macro-economic climate, growing competition from new players and more demanding digital-na

Cybersecurity poses increased concern amid COVID-19 outbreak

Of the consumers who were subject to fraud, 9% closed their account and switched to another provider

The Invisible Content of the Future

There was a time when humans made important decisions about other humans. Now we have artificial intelligence-driven machines...

Quarantine Angst

Well, its important to understand what triggers are pushing you to the edge in the first place

European B2B Wealthtech Startup Raises €2 Million

SS&C Technologies Signs More than 100 Growing Funds to Eze Eclipse

Cloud platform adoptions accelerate

SS&C Releases Interactive Dashboard for Employee Benefit Integration Management

SS&C’s BenefiX® simplifies the transmission of employee enrollment and eligibility data to insurance carriers

Tegra118 Wins Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership

The awards were designed to recognize companies, teams and individuals that a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.

How Fintech is Shaping the Future of Wealth Management

Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time.

SS&C Acquires Captricity

Acquisition adds Vidado, the enterprise machine learning paper-to-digital data transformation platform

The top five misconceptions of hedge fund compliance with Regulation D and the impact of Blue Sky laws

The goal of our webinar is to provide specific takeaways and ideas you can take back to your firms on how to better handle important blue sky issues.

The Art Market Adjusts: How the art world is quickly adopting the use of virtual viewing rooms

Art Basel Hong Kong was the first major international art fair to cancel because of the coronavirus.

Avaloq Ventures makes initial investment and partners with Assetmax to offer a multi-custody solution for banks

Assetmax offers one of the most efficient and complete selections of custodian interfaces for the Swiss wealth management market.

Morgan Stanley online platform for wealthy clients down

Morgan Stanley Wealth Management is one of the biggest financial advisory and brokerage firms in the country, managing $2.7 trillion in client assets.

Iress opens Coronavirus support hub

Visitors can access a range of guidance and tools including information on how to continue to support clients while working remotely

Temenos Wins ‘Technology Provider of the Year’ at 2020 FStech Awards

Temenos’ pioneering cloud-native cloud-agnostic and AI-driven technology acknowledged by judges at the 20th annual FStech Awards

FinTech