Managers of Wealth

SS&C Technologies Signs Multi-Year Extension of Alliance Agreement with RedBlack

Investment Management Professionals Can Access RedBlack’s Rebalancing Solution Through SS&C Advent Platforms

IRESS launches new client portal

Financial technology business IRESS today announces the launch of its next-generation client portal with a clear focus on engagement.

Crealogix Sells Robo Adviser to German Bank

The robotic relationship manager also allows the client to get in touch with a human adviser at the bank

The Current Status of AEOI CRS in Hong Kong and the known developments in 2019 And 2020

Dion’s understanding about the current CRS status and future developments as well as a high-level impact analysis of the financial industry in Hong Kong can be summarised as follows

Broadridge launches new global asset servicing solution

The Broadridge global asset servicing solution helps firms mitigate these drawbacks by standardising and automating processes for announcements, notifications, elections, accruals, entitlements, and settlements globally.

SEI Investments Bottom Line Climbs In Q3

"Our third-quarter results reflect our focus on growing our existing markets with market-leading solutions to our clients' most challenging issues, while continuing our expansion into new markets and the development of additional capabilities,&a

Courtiers switches on digital wealth management with InvestCloud

Global FinTech firm deploys Courtiers client portal as UK wealth manager transitions to all-digital proposition

Wealth managers face “digital emergency”

Industry struggling to cope with customer expectations

Church of England digital team scoops five industry prizes

Companies that were shortlisted in the categories won by the C of E included Argos, Warner Brothers, Diageo, and Debenhams.

Church of England digital team scoops five industry prizes

The C of E also won digital in-house team of the year

Art world will help fuel Ethereum price to $500 this year

Mr Mcleod observes: “Ethereum’s price has been in bear territory for a few weeks, with prices declining dramatically.

Swiss Banks Soften on Crypto

Even the big banks, UBS and Credit Suisse, among the most reluctant to deal with the startups, seem ready to provide crypto firms with a business account under certain conditions.

Chatbots: Convenience vs Risks

Banks have little choice but to rely on popular applications, because they help attract customers already familiar with their use.

Touchstone steers expansion course in Asia for its NavOne wealth management software

The expansion comes as rationalisation takes place in the global trustee market

Blackrock's Aladdin Adds Artificial Intelligence to Wealth Management

Aladdin’s stunning success is compelling evidence of Blackrock’s clear leadership in using AI and big data in the service of wealth management.

Avaloq highlighted in Aite report for exemplary delivery of digital advisory solution

The impact note from Aite looks at the new generation of wealth management solutions and the impact that demand for digital advisory is having on the core infrastructure systems.

Fidelity Starts Crypto Business to Serve Wall Street Clients

Fidelity Digital Assets will offer security and storage services, trade execution and customer service for digital assets.

IMF and World Bank unveil Fintech Agenda

Fintech could transform the financial markets through which monetary policy actions are transmitted

Crypto-asset markets: Potential channels for future financial stability implications

The FSB’s report includes an assessment of the primary risks present in crypto-assets and their markets, such as low liquidity, the use of leverage, market risks from volatility, and operational risks.

PwC eyes blockchain opportunities and risks

The past spring, PwC debuted a Blockchain Validation Solution to help authenticate transactions for clients.