Managers of Wealth

Morgan Stanley online platform for wealthy clients down

Morgan Stanley Wealth Management is one of the biggest financial advisory and brokerage firms in the country, managing $2.7 trillion in client assets.

Iress opens Coronavirus support hub

Visitors can access a range of guidance and tools including information on how to continue to support clients while working remotely

Temenos Wins ‘Technology Provider of the Year’ at 2020 FStech Awards

Temenos’ pioneering cloud-native cloud-agnostic and AI-driven technology acknowledged by judges at the 20th annual FStech Awards

Personetics partners with the Avaloq.one Ecosystem

This is the latest international addition to the growing list of selected fintechs on Avaloq.one

Will Your Fintech Vendor Make It Through a Recession?

What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession.

BITA Risk wins Best Compliance Solution

The judging panel commented: ‘Built to help educate the client on risk, the winner elevates risk management to a science.’

Wealth Management Group Inks Deal with Platform Provider

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.

Yapeal awarded first FinTech license in Switzerland

Under the Swiss FinTech license, banks are restricted to taking a maximum deposit of USD106 million.

Our New Normal: Connected, Resilient and Caring

In these unfamiliar and scary times, is there something more powerful than the virus at work — like the strength of human resilience and connection?

Transforming Wealth Management: Preparing for the Era of Digital Assets

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

Finma says banks are ‘well prepared’ for Covid-19 but warns of cyber risks

The institutions are also well equipped to deal with extreme stress scenarios.

Coronavirus Sees More Advisers Going Digital

An online wealth management platform has seen users double as the coronavirus forces more and more advisers to go into lockdown mode.

First German private bank integrates third-party products from deposits marketplace Raisin

Today for the first time the fintech launches a cooperation with a private bank, whose customers can now invest up to single-digit million euro amounts in guaranteed deposits.

CS, Natixis and Luxembourg Stock Exchange to develop blockchain platform

The launch of FundsDLT is an important step toward our shared goal of promoting the adoption of blockchain and digital assets across the financial industry.

Unlocking the full potential of your data

SS&C developed the CORE-SightLine platform in response to these prominent data and reporting challenges.

Moonfare wins 'Wealth Management Innovation Award'

“Moonfare has developed a true “breakthrough” in this area, digitalizing the process so that users can invest within minutes while also complying with regulations.

SS&C GlobeOp Hedge Fund Performance Index

This strong result is particularly noteworthy amid the recent surge in market volatility

SS&C Advent Women Recognized At Women In Technology And Data Awards

At SS&C Advent, we value the contribution and leadership that women have brought to our company.

European Worries About Being Turned Off

Big European banks are clearly concerned about being dependent on big U.S. tech firms, and the governments of France and Germany now aim to get the telecommunications, tech and finance companies of Europe to develop a competitor worth its name.

Global AI software market to hit $126bn value by 2025

Software robots and AI automation have already gained a massive role in manufacturing, retail, banking, and insurance.