09/10/2019
Twenty-five percent of consumers surveyed stopped doing business with a company not because of product problems, but because the firm didn’t personalize their experience.
09/10/2019
Fortune ranks companies based on average annual revenue growth, total stock return and average increase in earnings per share over a three-year period.
09/10/2019
Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.
09/09/2019
The app has all the core features of the MyBrewin portal
09/06/2019
Indonesian-based investment manager goes live on SS&C PORTIA®
09/03/2019
An ex-entrepreneur himself, Pravin is well recognised and followed in the Indian internet and startup domain as a product and growth leader.
09/03/2019
The half-year period saw Avaloq successfully complete its largest transformation project to date and one of the biggest financial services upgrade programmes globally.
09/03/2019
The acquisition of Financial Database Services is the latest example of Broadridge expanding our wealth capabilities and growing our client base," said Michael Alexander, head of North American Wealth and Capital Markets Solutions for Broadridge.
09/02/2019
The partnership comes amid a fundamental change in the way banking and wealth management clients behave and how financial services will do business in the future.
09/01/2019
The software supports multi-proposition, multi-asset, central dealing team, providing close integration with the in-house portfolio management system as well as the London dealing desk, Bristol head office and branches across the
09/01/2019
The perpetrator found enough details of the family’s holiday to impersonate them and authorise the transfer — with the weak link being a social media profile saying, “headed to Paris with the family! See ya in two weeks!”
08/30/2019
Managed services work because the provider of the application will typically know their own applications best and will be best suited to configure the application for optimal use by the client.
08/30/2019
Capital One had taken a 10% stake in the robo-adviser last year before taking full control on undisclosed terms.
08/30/2019
As IoT technologies continue to spread to all aspects of daily life, and even become embedded in the human body, questions about data ownership, accuracy and privacy protection take on greater importance.
08/30/2019
The operating systems which were targeted in the hack range from iOS 10 to iOS 12, this enables the user’s Gmail, WhatsApp and Instagram apps and GPS location data to be hacked.
08/30/2019
The aim is to steer investors towards a select grouping of funds with higher quality operations, so they can avoid blow-ups in a sector full of hazards.
08/29/2019
Switzerland — where Libra would be located — has taken a contrarian position.
08/29/2019
The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.
08/29/2019
Has achieved rapid growth with both top tier and mid-market banks in the US and internationally
08/28/2019
Numbers is not profitable yet, but aims to break-even in two years.