06/26/2019
Many banks rely on our technology and services on their wealth journey, and working with them, we see that more and more data is produced every day, while an increasing amount of regulations impacts the preparation time for advice.
06/25/2019
Waddell & Reed outsources transfer agency and compliance services mandate
06/25/2019
The new proposal generation module allows users to have a one-click proposal initiation on existing client portfolios.
06/24/2019
Most financial institutions are ill-equipped to respond to cyber threats against their systems, a comprehensive report on the state of wealth management recently highlighted.
06/24/2019
The move by FATF, which groups countries from the United States to China and bodies such as the European Commission
06/24/2019
The island’s ILS rules proved their worth, as Guernsey structures were tested by various weather events and were proven to function well in paying claims to underlying policy holders.
06/23/2019
Corbat wants Citi to start catching up.
06/23/2019
The new tool reportedly allows PwC to establish crypto asset ownership and gather information about transactions and balances from blockchains.
06/21/2019
Blockchain technology can also assist in recording intellectual property assets.
06/20/2019
The judges were impressed by the WDX1 Client Lifecycle Management solution and its 3 modules
06/20/2019
The new functionality takes advantage of the Platform’s open architecture to gather multi-sourced data, which is then transferred to FinoComp for disclosure calculation and production.
06/19/2019
Single-family offices—as the name suggests— support one family and generally grow out of a family business while multi-family offices will manage the affairs of various families.
06/18/2019
The Avaloq Community Conference 2019 will bring together movers and shakers from the international Avaloq Community
06/18/2019
Tech required by UHNW investors is more sophisticated
06/18/2019
Intertrust acquires technology firm
Viteos is a tech-enabled alternative funds industry leader providing end-to-end middle and back office administration for top tier hedge funds, private equity, real estate, private debt and other alternative asset managers.
06/18/2019
Dutch banking giant goes live with Temenos’ WealthSuite
The bank recently selected the Temenos Continuous Deployment product to speed up its software delivery and rapidly launch new innovations.
06/18/2019
Facebook claims it wants to reach people without access to a bank account, and that Libra is the best way
06/17/2019
Between 40 million and 160 million women globally may need to transition between occupations by 2030, often into higher-skilled roles.
06/17/2019
The new space race, however, is fuelled by both commercial gain and entrepreneurial vision and it’s not just billionaires such as Elon Musk or Jeff Bezos who are getting in on the act.
06/14/2019
Pershing's advisory assets reached $665 billion at the end of the first quarter of 2019, marking eight percent year-over-year growth.