Managers of Wealth

UK robo-advisers given the nod on global WealthTech list

The WealthTech 100 is an annual collection of global technology firms in the wealth management sector compiled by industry experts and analysts

SS&C Expands Data Solution

The solution allows us to focus on more productive, higher-level work," added James Meadows, Executive V.P., Operations for Manitou Investment Management.

When every trade has a price tag by Corfinancial

Available as a cloud-based, fully managed service, SureVu is a consolidated solution for enforcing settlement discipline within investment managers, broker-dealers, asset and securities services firms, and custodians in order to be SDR compliant.

Monzo Ahead Of Revolut For US Banking License

The application puts Monzo one step ahead of its British banking rival Revolut to get licensed in the U.S., The Telegraph reported.

Advisers warn of security concerns in new technology

Zoom has come under fire recently after it was revealed that it had suffered a range of security and privacy related issues.

Zurich impact investing fintech to expand into Germany after doubling users

We are in cooperation talks with various financial service providers and insurance companies

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.

FinTech