Managers of Wealth

Bobsguide names Vision FI “Best Customer Engagement Tool”

The awards are based on the strength of a technology vendor’s ongoing development efforts and enhancements, and the impact of their specific solutions on the client experience.

Northern Trust to Transfer Pioneering Private Equity Blockchain Technology Platform to Broadridge

Broadridge to build out the platform to serve all PE market participants

Crypto craze: WMs react to Facebook’s Libra setting up shop in Geneva

Four wealth managers detail their initial reactions towards Libra’s Swiss arrival, and what the future holds for cryptocurrency firms.

Avaloq CEO: Making Banks and Wealth Managers «Future Ready»

Many banks rely on our technology and services on their wealth journey, and working with them, we see that more and more data is produced every day, while an increasing amount of regulations impacts the preparation time for advice.

Waddell & Reed Expands Its SS&C Relationship

Waddell & Reed outsources transfer agency and compliance services mandate

How Eximus Became 5.8.1: Improve The Product, Listen To The Client, Go Further

The new proposal generation module allows users to have a one-click proposal initiation on existing client portfolios.

Cyberattacks are 300 times as likely to hit financial firms than other companies. A sweeping new report finds they’re not prepared.

Most financial institutions are ill-equipped to respond to cyber threats against their systems, a comprehensive report on the state of wealth management recently highlighted.

Global money-laundering watchdog launches crackdown on cryptocurrencies

The move by FATF, which groups countries from the United States to China and bodies such as the European Commission

Guernsey continues to drive ILS innovation

The island’s ILS rules proved their worth, as Guernsey structures were tested by various weather events and were proven to function well in paying claims to underlying policy holders.

Citi CEO: In an Age of Fintech Disruption, Don't Sleep on the Bank Branch

Corbat wants Citi to start catching up.

Will PwC’s New Software Solve the Cryptocurrency Auditing Problem?

The new tool reportedly allows PwC to establish crypto asset ownership and gather information about transactions and balances from blockchains.

Uses of blockchain in the M&A process

Blockchain technology can also assist in recording intellectual property assets.

Wealth Dynamix named winners at the UK Private Banker International Awards

The judges were impressed by the WDX1 Client Lifecycle Management solution and its 3 modules

SEI Wealth Platform has launched a Costs and Charges reporting service

The new functionality takes advantage of the Platform’s open architecture to gather multi-sourced data, which is then transferred to FinoComp for disclosure calculation and production.

What is Your Family Office Doing to Protect Itself From Security Threats?

Single-family offices—as the name suggests— support one family and generally grow out of a family business while multi-family offices will manage the affairs of various families.

Avaloq Community Conference 2019: Future proofing financial institutions

The Avaloq Community Conference 2019 will bring together movers and shakers from the international Avaloq Community

Two fintech firms providing tools for uber wealthy clients

Tech required by UHNW investors is more sophisticated

Intertrust acquires technology firm

Viteos is a tech-enabled alternative funds industry leader providing end-to-end middle and back office administration for top tier hedge funds, private equity, real estate, private debt and other alternative asset managers.

Dutch banking giant goes live with Temenos’ WealthSuite

The bank recently selected the Temenos Continuous Deployment product to speed up its software delivery and rapidly launch new innovations.

What is Libra? All you need to know about Facebook's new cryptocurrency

Facebook claims it wants to reach people without access to a bank account, and that Libra is the best way

FinTech