03/31/2020
Financial institutions are accelerating their digital transformation of wealth management as a result of increased regulation, lower profitability and a challenging macro-economic climate, growing competition from new players and more demanding digital-na
03/31/2020
Cloud platform adoptions accelerate
03/31/2020
SS&C’s BenefiX® simplifies the transmission of employee enrollment and eligibility data to insurance carriers
03/27/2020
The awards were designed to recognize companies, teams and individuals that a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.
03/27/2020
Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time.
03/27/2020
Acquisition adds Vidado, the enterprise machine learning paper-to-digital data transformation platform
03/27/2020
The goal of our webinar is to provide specific takeaways and ideas you can take back to your firms on how to better handle important blue sky issues.
03/27/2020
Art Basel Hong Kong was the first major international art fair to cancel because of the coronavirus.
03/26/2020
Assetmax offers one of the most efficient and complete selections of custodian interfaces for the Swiss wealth management market.
03/26/2020
Morgan Stanley Wealth Management is one of the biggest financial advisory and brokerage firms in the country, managing $2.7 trillion in client assets.
03/26/2020
Visitors can access a range of guidance and tools including information on how to continue to support clients while working remotely
03/25/2020
Temenos’ pioneering cloud-native cloud-agnostic and AI-driven technology acknowledged by judges at the 20th annual FStech Awards
03/24/2020
This is the latest international addition to the growing list of selected fintechs on Avaloq.one
03/24/2020
What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession.
03/23/2020
The judging panel commented: ‘Built to help educate the client on risk, the winner elevates risk management to a science.’
03/20/2020
A wealth management group will migrate over $1 billion in client funds from its current in-house platform to an independent platform provider under a new agreement announced to the market on Thursday.
03/20/2020
Under the Swiss FinTech license, banks are restricted to taking a maximum deposit of USD106 million.
03/20/2020
In these unfamiliar and scary times, is there something more powerful than the virus at work — like the strength of human resilience and connection?
03/19/2020
The creation of a novel, global capital market powered by digital assets is underway, and as this landscape matures, it is providing for the creation of entirely new tradable assets
03/19/2020
The institutions are also well equipped to deal with extreme stress scenarios.