07/17/2020
Wealth managers are now preparing for what comes next, reviewing the technological implications, and setting priorities to ensure they can accommodate whatever our new normal will be.
07/16/2020
Besides Wealth, Avaloq is also planning to launch two additional stand-alone platforms, Engage and Insight in the coming months.
07/15/2020
There are many ways in which the RM can be re-invented in the decade ahead, and many steps are already being undertaken to achieve precisely that.
07/15/2020
The decision is usually influenced by the nature of the organization and the important thing to note is that Contemi Solutions support both the implementation approaches equally well.
07/15/2020
New twists in monitoring desk deals.
07/14/2020
Q&A with Alberto Cuccu, CEO Objectway UK and Belgium
07/14/2020
Broadridge SRD II solution is market-ready; onboarding underway in multiple regions
07/14/2020
Robots are not coming for law librarians’ jobs.
07/13/2020
A multi-family office is different from a high-end wealth manager in that it caters to multi-generational families.
07/12/2020
The growth of robo advice has many wondering if human advisors face extinction.
07/10/2020
Businesses should also consider engaging with collaborative industry initiatives to share best practice and knowledge on the development of AI.
07/10/2020
The wealth management industry has had to rapidly evolve as customers demand the latest digital solutions.
07/09/2020
CLSA says it is the first to offer such diverse access to private companies so widely in Asia.
07/09/2020
One of the implications for financial institutions is the need for greater attention to the strategy of creating value: in a world where the speed of change is dizzying, operating as usual is no longer enough.
07/09/2020
The judges were impressed with the “rich and comprehensive integrated functionality…It makes good use of technology
07/08/2020
Forte Securities selected Axia platform as the core system for its custody services offering
07/08/2020
Canoe leverages a combination of industry expertise and advanced AI and machine learning techniques to eliminate the operational inefficiencies associated with alternative investment workflows.
07/08/2020
The company provides distinct automated investment products for private banks and wealth managers.
07/08/2020
Berntzen joins Oppenheimer with almost thirty years of experience in strategic M&A advisory and corporate development across numerous technology verticals.
07/07/2020
The two initially partnered on client reporting and administration solution on JBWere's wealth management portfolios on in 2016.