Managers of Wealth

Welsh Fintech Eyes Global Expansion With £3+Million Investment Boost

Over the last year, the company has been recognised both regionally and nationally, named one of 20 UK fintech companies to watch

CIBC Selects SEI Wealth Platform to Power Growth Strategy

SEI's Unified Wealth Management Solution Supports CIBC's Transformative Business Goals

Apex and eFront partner to deliver portal access solution to asset managers

Teamed with Apex’s ability to support the broadest range of private equity technology platforms in the industry, eFront Investment Café provides managers with a tailored platform solution to best suit their structure.

Removing the back-office burden for advisers

It can reduce data errors and free up advisers’ time – but only if done properly

Osirium Technologies Secures Two Annual Contracts For PxM Platform

The AIM-listed company noted the contract with the UK university is an upgrade from Osirium's free of charge PxM Express offering, and is for over 100 devices and covers software and technical support.

From hype to help: AI adds value to process automation

There’s been a lot of hype surrounding both in the past, but recent advances in tech are helping leading businesses find exciting ways to bring their value to process automation.

Kofax Establishes Leadership Position as the Only RPA Provider Delivering End-to-End Intelligent Automation

As part of Kofax’s Intelligent Automation platform, Kofax RPA uniquely addresses common limitations while digitally transforming operations at scale

London is now home to the world’s first A.I bar that serves drinks using facial recognition

With the help of a facial recognition system developed by DataSparQ that puts customers in an ‘intelligently virtual’ queue, customers can now get their order served to them based on when they arrived versus how loud they can shout.

Does blockchain have a place in wealth management?

While innovation could transform the industry, regulation may hold it back

Swissquote Bank’s H1 net profit falls due to ‘significant’ decline in crypto trading business

Earlier this year, the bank also announced the launch of cryptocurrency custody service for both retail and institutional customers, in an association with Crypto Storage AG.

The Why and How of Transforming Wealth Management for the Digital Age

To shed more light on his comments, Roy summed up his vision as a clear focus on four standout characteristics - frictionless, ecosystem, deep insights and automation.

Northern Trust launches new investment performance reporting tool

The introduction of persona-based set up enables speed of implementation while delivering the most relevant information to each user.

Fintech Platform Acquires Securities Firm

The acquisition «enhances the Group’s leading position in the alternative lending market and enables us to immediately ramp up our engagement with sophisticated investors via debt securities fundraising and credit fund management,» Helic

Full robo-advice 'impossible to regulate'

But machine learning models are full of numbers and not interpretable for most humans.

FBI warns consumers to look out for romance scams

Online dating sites don’t always vet users, so consumers should verify who they’re talking to

The Pulse of Fintech H1 2019

The fintech market in most areas of the world remained relatively strong and well poised for growth.

The billion-dollar bet to reach human-level AI

OpenAI believes that huge computing power is key driver

Three ways artificial intelligence and machine learning will improve the quality of financial advice

These technologies are able to accurately and effectively complete tasks that, in the past, would have taken humans much longer.

Empowering advisors with integration using Salentica Data Broker

During this time, Meyer and his team had seen the tremendous advancements in reporting technology, particularly with new, data-rich, easy-to-use and visually appealing cloud-based systems.

BBVA partners with SEI for new wealth platform

BBVA struck a deal in June last year to adopt the SEI Wealth Platform and launched it earlier this month

FinTech