Managers of Wealth

Technology will win future clients

There are several considerations when selecting the right type of co-browsing or client portal software. Here are some key areas to bear in mind.

Digital will be the new normal for wealth management

But lockdowns are highlighting how many firms aren’t transforming fast enough.

Time ripe for robos in wealth management

It can help mitigate scale of disruptions and can also help in a turnaround

Swiss Wealth Technology Landscape Report

The Swiss Wealth Technology Landscape Report 2020, a directory-based report highlighting over 300 relevant technology and related solution providers that support the technology and related business needs of the Swiss wealth management sector

Avaloq and ACTICO expand strategic partnership to prevent financial crime

The expansion of our partnership with ACTICO illustrates the importance Avaloq attaches to the basic principle of an open platform architecture.

FNZ fails to allay CMA concerns for GBST deal

After competition of the phase one investigation, the watchdog has decided to launch a more in-depth investigation.

JOHCM: digital disrupters will forge ahead

The Covid-19 pandemic and its economic consequences are accelerating trends already in progress, according to a JOHCM Asia ex Japan senior fund manager.

Temenos Cuts Target Amid Corona Slump

New guidance for at least 13% recurring revenue growth, at least 7% EBIT growth and conversion of 100% of IFRS EBITDA into operating cash

What Does The Future Hold For Regtech?

A white paper by U.K.-based Juniper Research predicted that global spending in the sector will rise from an estimated $18 billion in 2018 to an estimated $115.9 billion by 2023.

SS&C GlobeOp Hedge Fund Performance Index: March performance -6.85%; Capital Movement Index: April net flows declined -0.19%

Published on the ninth business day of each month, the SS&C GlobeOp Capital Movement Index presents a timely and accurate view of investments in hedge funds

Swiss Private Bank, Vontobel Limited Is Investing in Bitcoin, Ethereum and XRP

This discovery is seen as a big boost to the adoption of cryptocurrency.

Update: Coronavirus Cyberscams and Other Attacks – Scammers Are Still at It

In times of crisis and uncertainty like these, businesses and their employees should be more vigilant than ever of malicious attacks

Finantix confirms closing of acquisition

We are delighted that our expertise in AI and Finantix’s expertise in banking technology can come together to benefit customers.

HSBC relaunches its HNW wealth management platform

With the enhanced version, HSBC Jade Directors can generate risk analysis reports across all the major elements of a multi-asset wealth portfolio and discuss the insights drawn from WPIS's analysis.

Digital Alpha is a Sum of Excellences

The digital wealth & investment management revolution only makes sense if it generates value for the customer in terms of a digital alpha across an end-to-end investment experience.

FCA says Coronavirus will accelerate shift to digital

The FCA continued that it also needs to be aware of the potential disproportionate impact on vulnerable consumers, some of whom may be among the ‘digitally disenfranchised’.

SS&C ALPS Supports Advisors Seeking to Enter Non-Transparent, Semi-Transparent ETFs

SS&C ALPS has been servicing ETFs since 1995

Maximising the Cost Effectiveness of the Back Office

The demand is to have a single system than can meet all of the back office requirements, without the need for a large number of peripheral systems that are costly and sometimes unreliable.

7Q Financial Services goes live with Axia Wealth & Fund Management

Profile continuously invests in its platforms to deliver superior customer service for the financial services sector and advanced functionality to help firms successfully compete in the demanding marketplace.

Staying the course

SS&C, as always, is working hard to ensure our clients and customers see high service and support levels.

FinTech