03/29/2019
Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading
With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.
FinTech
03/29/2019
Ellevest Raises $33M in Funding
The company intends to use the funds to accelerate its growth — including investing in its technology, expanding into new product categories, and working with women to develop new, non-boring financial education.
03/29/2019
Swiss fintechs team up to launch new platform
The tool, which will be available mid-May, will be used by Aquila.
03/28/2019
Digital wealth manager Nutmeg targets 'seven figure sum' in crowdfunding round
The company secured a £45m investment from Convoy and Goldman Sachs in January this year.
03/28/2019
The future is in the cloud, says Avaloq
Swiss-based software company Avaloq says the demand for technological-based financial services will grow with a new generation of wealth, such as the shift to cloud banking
03/28/2019
New advisory capabilities for actively managed accounts
Robo-advisors make a lot of sense for investors with passively managed accounts who can be segmented into broad groups based on: age, projected retirement date and risk tolerance.
03/28/2019
FNZ becomes first Scotland-based fintech unicorn business
Scotland’s credentials as a leading fintech location were further reinforced recently with the news that the Edinburgh-based fintech giant FNZ has reached Unicorn status.
03/27/2019
Technology Leaders Outline the Future of the Business
Visionaries provide insights on emerging trends, how to run a better business in a world of change and cool new technologies.
03/27/2019
Digital aspirations within wealth management impaired by analogue approach to technology
Tim Waterton, VP of UK Business for M-Files, says: “Historically, wealth management has thrived on brand heritage, placing a high importance on the need to maintain solid relationships between the client and wealth manager.”
03/27/2019
Wealth Management Software Market to Witness Huge Growth
In this Research Report provides primary and secondary data for studies, the scope of the product and vendor briefings.
03/26/2019
Wealth managers can adapt to digital assets and thrive
The market has been volatile and many of the products are unregulated: digital assets are undoubtedly higher risk than traditional mainstream investments.
03/26/2019
Avaloq announces strong 2018 results
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/26/2019
Milleis Banque chooses OLYMPIC Banking System
This choice is consistent with the bank's repositioning strategy f
03/26/2019
Sanlam Asset Management selects AQMetrics
Sanlam will utilise AQMetrics software technology to automate Annex IV reporting
03/25/2019
What's the future of car tech? Remote controls, autopilots, cameras and more
If you've ever driven with the modern back-up cameras, it's a great feature, but there's still plenty of blind spots around us.
03/25/2019
Objectway unveils Financial Chatbot at AI conference
A new service model for informative and proactive investment operations
03/25/2019
A Brave New Crypto World by Colette Wilkins, Melissa Lim, Fiona McAdam, and Michael Testori
Blockchain’s irreversible and immutable nature will present challenges to Cayman Islands liquidators
03/25/2019
Swiss Bank Widens Crypto Services
The Zug-based start-up said it launched the first global multi-crypto asset certificate.
03/22/2019
HSBC signs deal to use BlackRock's 'Aladdin' software worldwide
The partnership between Europe's largest bank and the world's biggest asset manager comes as both industries are battling to use technology to increase profits and improve service.
03/22/2019
Credit Suisse wants to make India its tech innovation hub
The bank has added a new back office which is more than double the size of its existing facility at the Special Economic Zone in Pune.