09/17/2019
SS&C Successfully Re-platforms Largest U.K. wealth manager onto Bluedoor
Largest U.K. wealth manager seamlessly migrates GBP69.1 billion AUM
09/17/2019
Robo wealth manager secures £5m boost from City veteran
For portfolios managed on a discretionary basis, all-in fees range from 1 per cent (for total invested amount between £50,000 and £249,000) to 0.7 per cent (for anything more than £500,000).
09/16/2019
Switzerland is the first country to attempt to regulate cryptocurrency banking. Will it disrupt legacy banking worldwide?
09/16/2019
Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.
09/13/2019
UK Private bank appoints payments technology provider
PSD2 is an industry-wide programme enabling banking clients to better harness the value of their transactional banking data.
09/13/2019
The transaction is subject to customary closing conditions and is expected to close in September 2019.
09/12/2019
Aside from often requiring single commitments of USD20 million or more, they are illiquid and not especially transparent.
09/12/2019
Using powerful data analytics, the new solution allows institutions to deliver a precise, transparent evaluation of the impact of potential discounts
09/11/2019
Bad digital services risk driving future clients away
09/11/2019
Octopus completes acquisition following FCA approval
The deal was agreed in principle in August for £10 million
09/11/2019
ZEDRA has also partnered with digital custodians Vo1t, trading and settlement specialists BCB
09/11/2019
Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.
09/10/2019
Sequrest facilitates its services delivery through its newly-developed Paratus Cyber Management System, which provides Cyber Security as a Service (CSaaS) “on demand” to clients, by means of a simple online dashboard.
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.