10/30/2018
Envestnet | Tamarac Announces Integration with Wealth Access
Wealth Access provides collaborative financial management tools for advisors serving high net worth clients.
FinTech
10/29/2018
Bitcoin price news: Will bitcoin hit $15,000 by Christmas?
BITCOIN is beginning to mature and market cycles could see the cryptocurrency soar to hit $15,000 (£11,608) by Christmas, a cryptocurrency expert claims.
10/29/2018
SEC Cracks Down on Cryptocurrency Investor Registrations
The SEC’s legal action states that Crypto Asset Management solicited $3.6 million from just 44 private investors, most of whom were individuals.
10/29/2018
Crealogix Sells Robo Adviser to Private Bank
The robotic relationship manager also allows the client to get in touch with a human adviser at the bank
10/29/2018
Wealthify partners with online money app
Yolt and Wealthify announce in-app integration
10/29/2018
Wealth managers need more conversational chatbots
Erica can help customers with simple transactions, pay bills, and advise customers on how to save money
10/29/2018
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
10/26/2018
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.
10/26/2018
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
10/26/2018
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
10/24/2018
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.
10/23/2018
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
10/19/2018
Courtiers switches on digital wealth management with InvestCloud
Global FinTech firm deploys Courtiers client portal as UK wealth manager transitions to all-digital proposition
10/19/2018
Wealth managers face “digital emergency”
Industry struggling to cope with customer expectations
10/19/2018
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.
10/19/2018
Church of England digital team scoops five industry prizes
The C of E also won digital in-house team of the year
10/19/2018
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.
10/18/2018
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.
10/17/2018
Chatbots: Convenience vs Risks
Banks have little choice but to rely on popular applications, because they help attract customers already familiar with their use.
10/17/2018
Touchstone steers expansion course in Asia for its NavOne wealth management software
The expansion comes as rationalisation takes place in the global trustee market