11/07/2019
Profile will also be presenting its Axia Robo Advisor solution, which automates all investment management operations as a full self-service or hybrid advisory service model.
11/06/2019
Avaloq and Warburg Pincus declined to comment.
11/06/2019
Independent asset manager GAM has implemented a suite of services and solutions from Indus Valley Partners (IVP) to assist in simplifying its data architecture through automation and a “digital-first” data management model.
11/06/2019
FNZ, a global platform as a service (PaaS) company, has completed the acquisition of Australian listed financial technology company GBST Holdings Ltd (GBST), a provider of specialist financial services technology to the capital market and wealth manageme
11/06/2019
BNY Mellon remains dedicated to broadening the scope of its digital ecosystem both by actively advancing its own solutions as well as seeking opportunities to collaborate with best-in-class external partners.
11/05/2019
With our enhanced iWealth app, customers can invest straight away
11/04/2019
Lending and mortgage and wealthtech are two other popular segments, raising EUR 1.4 billion and EUR 8 billion respectively so far this year.
11/04/2019
Expanded data and analytics will also further strengthen Broadridge's ability to help asset managers gain greater insight into the retirement market.
11/04/2019
Guernsey continues to thrive as a centre for financial services innovation, with the island’s businesses demonstrating their appetite not only to partner with global fintech giants, but also to develop their own pioneering technology.
11/03/2019
Because of the progressive nature of the nation and a lot of scope for young entrepreneurs to build up ideas
11/01/2019
Choosing the right technology provider is therefore imperative.
11/01/2019
A “golden data set” is a clean, validated, integrated data set.
10/31/2019
WealthArc offers 2 step authentications with every user entering sms code before logging into the platform.
10/31/2019
Cy delivers designs bespoke investment outcomes for advisors’ clients based on each need for loss protection and return
10/31/2019
As part of her new position, Christine will assume a broader and more direct role within the operations of the firm, overseeing all business development, marketing and finance and operations activities globally while closely partnering with client deliver
10/31/2019
Automated verification and monitoring will accelerate client onboarding and significantly reduce the ongoing regulatory burden for Contemi clients.
10/30/2019
Institutional investors can now access a truly end-to-end solution for multi-asset class portfolio management
10/29/2019
"Combined with FinoComp's cutting-edge technology, the acquisition extends Bravura's wealth management offering."
10/28/2019
The latest version of GIPS brings a number of new requirements and recommendations.
10/28/2019
Financial advisor practices across all wealth management channels and business models need to scale family office-like services to their clients across all wealth spectrums.