12/13/2019
MoneyGuide was created to ensure individual complex planning needs could be met, and we are thrilled to partner with Buckingham Strategic Wealth to provide scalable and efficient financial planning software
12/13/2019
TAG Bill Pay has been shortlisted for the “best general ledger system,” an award designed to recognize firms who provide outsourced general bookkeeping and accounting support services to family office firms.
12/12/2019
TPT Wealth is one of Australia’s oldest and most respected providers of wealth solutions
12/11/2019
The move accelerated Acadian’s expansion from traditional long/short portfolios into areas such as futures, futures on swaps, and commodity swaps.
12/11/2019
The current collaboration sees Killik & Co deploying the latest version of the software product CREALOGIX Invest.
12/10/2019
Launching under a new brand name, Opsion, SRC were able to add an additional revenue stream and new clients, operating as a disruptive challenger in the retail asset management sector, without sacrificing the established expertise of its main business and
12/10/2019
Accredited investors have access to a broad array of blockchain-focused vehicles, and some have nothing to do with cryptocurrency.
12/10/2019
The bank will build on Avaloq’s platform to refine client solutions and accelerate its technology-led growth plans
12/10/2019
He told The Straits Times that his bank's digital push into markets like Hong Kong and Singapore is to target a different group of customers
12/10/2019
Today, Opsion benefits from an advanced digital wealth management arm, that can engage new clients and revitalise relationships with existing ones too.”
12/09/2019
Keystroke-monitoring software, hidden cameras, GPS tracking devices: Survivors chronicle their abuse—and escape
12/06/2019
From November 10, 2019, the new AML regulations regarding cryptocurrencies, exchange and wallet providers came into force
12/06/2019
Instead of trying to build everything in-house, we focus on delivering your firm the best wealth management platform in the industry, then partner with providers of complementary advisor technologies that are both proven and popular.
12/05/2019
These were among the key findings of a recent survey commissioned by Asset Control
12/05/2019
This will enable the creation of a pro-innovation basis for the rapid adoption and smooth application of new technologies.
12/05/2019
The Fintech Power 50 last year included some of the biggest hitters in the global financial services industry
12/04/2019
The successful launch of the platform is an important milestone for the implementation of DLT in the securities lending market.
12/03/2019
Avaloq has continued to expand in the Asia-Pacific region, winning new clients and expanding existing relationships due to the ‘future proofing’ capabilities of the Avaloq Banking Suite
12/03/2019
Customers will be able to license modules on the platform for multiple Intelligent Automation applications
12/03/2019
The SEI Developer Portal is designed to arm developers with tools and content to integrate features and functionality across front-, middle- and back-office services using registered applications, API keys/secrets and SEI’s various licensed API prod