Managers of Wealth

FIS launches Wealth Management offering

The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.

Act Analytics and Black Diamond Announce ESG Technology Integration

Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model

ONE Appointed by Maitland to Provide Compliance Technology

This is achieved via R-ONE, a scalable technology solution for compliance and governance processes reflecting the current state of Luxembourg and EU rules and regulations.

OCBC takes complex face-to-face wealth advisory process online

The range of wealth products sold include unit trusts, bancassurance products, structured investments, bonds, and foreign exchange products.

Dream Friday: Let's Take WealthTech a Few Steps Further

Crystal ball gazing time! What's coming up in the future of WealthTech?

Dream Friday: Let's Take WealthTech a Few Steps Further

Crystal ball gazing time! What's coming up in the future of WealthTech?

Nucleus account director dies

He was the company’s first regional business development director

PM+M launches free funding, R&D and wealth management virtual consultations

They also need to be aware about when liabilities will become payable.

Contemi Solutions Analytics Module Named Most Innovative FinTech Solution

They are one of the brightest, and keenly contested events in the wealth management sector.

Crealogix becomes a member of the OpenBankingProject.ch consortium

With its membership of the OpenBankingProject, CREALOGIX is committed to an open digital ecosystem

RiskAvert supporting CRRII & Basel IV

RiskAvert covers all approaches for Credit Risk Regulatory Capital Calculation allowing the bank to evolve from Standardised to IRB approaches.

Intelligent outsourcing of investment operations by SS&C

Having a partner that can help outsource any or all of these functions is critical to a firm’s ability to manage ongoing investment operations.

Swiss Bank Launches Access To Digital Tokenised Assets

Swiss business-to-business bank InCore has been given the green light from regulations to offer the transaction of digital assets.

Wealth Dynamix and Azqore Extend Partnership

The partnership provides customers with fully functional front to back office workflows

SEI Launches the SEI American Funds Strategies for Independent Advisors

New Offering Brings Additional Flexibility to SEI's Customizable Investment Platform

Every Cloud: Covid-19 and the opportunity for digital transformation

In 2020, add a global pandemic into the mix, however, and technology becomes vital to their very survival

The silver lining of a crisis: defining and accelerating digital transformations

Each firm has a slightly different definition and set of projects associated with their digital transformation.

Why Family Offices Should Consider Digital Assets for Their Portfolios

Many might say the over-discussed institutionalization of the digital asset market is a long way from fruition, and that may be true.

Our increasingly digital world means that organisations are facing a new generation of cyber-physical threats

In the race to protect your organisation’s information and systems from a cyber-attack

7QFS successfully implemented Axia

The Axia Wealth & Fund Management solution was selected, due to its ability to holistically perform mission-critical operations on the wealth, fund management and administration spectrum.