04/26/2016
Wealth Dynamix launches WDX ONE, cloud-based platform for wealth & investment managers
Tim Sharp, executive director at GFH, says WDX ONE is a “solid, scalable” platform and the company is “impressed” with its functionality.
FinTech
04/25/2016
First-time investors urged to turn to inexpensive ‘robo-advisers’
This is partly due to a general belief that investments are for the affluent or those with financial expertise.
04/22/2016
Maybank Private Wealth goes live on Avaloq Banking Suite
The deal involves the introduction of a fully integrated solution for the Maybank’s Singapore-based regional wealth management business, and is in line Maybank’s ongoing drive to expand its digital footprint in the region.
04/21/2016
Why banks must rely on fintechs
Ralph Mogicato, a fintech angel investor, explains why banks and fintechs will work ever-closer as the former rely on the latter for something interesting and new to offer to clients to service their wealth management needs. Disruption in any dramatic way
04/21/2016
Liontrust Implements Eze Software’s Full Investment Suite
Liontrust, which has used Eze EMS since April 2012, chose Eze Software Investment Suite because of its capacity to support enhanced analytics
04/21/2016
Is Apple's next product an electric car?
Apple has hired ex-Tesla engineer and opened R&D base in Germany, but reports suggest first versions of long-rumoured vehicle won’t be self-driving
04/19/2016
Profile Software presenting technology research findings at ComPeer's WealthTech conference
Profile will present the findings from the research conducted, with the support of ComPeer, to leading UK-based Wealth Management Institutions.
04/19/2016
Robo-advisers a threat? It depends how you answer 5 key questions
Further, another report released in 2016, by KPMG, predicted that between shifts from traditional advisers and new investors, USD2.2 trillion from existing and new investments will be managed by digital advice platforms by 2020.
04/19/2016
Switzerland based family office selects wealth technology system
“We are very excited to expand and support sophisticated investors and their advisors across EMEA. Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”,
04/18/2016
GBST chief on powering the UK’s platforms
The giant provider has had to write off another £250m and a further two years as a result of delays in upgrading the technology powering its platform.
04/18/2016
ERI Newsletter Spring 2016
Further Expansion in the world of the OLYMPIC Banking System
04/18/2016
Banks to boost financial technology projects in Asia-Pacific as China drives investment
Spending in the region up 517 per cent in the first quarter to US$2.7 billion, according to estimates
04/18/2016
Wilshire Launches Wealth Management Platform
Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading f
04/14/2016
U.S. State Department Recommends Development of Blockchain and Distributed Ledgers to International Partners
Speeches given by the ambassador encouraged these countries to adopt blockchain and distributed ledger technologies.
04/14/2016
Capgemini accelerates global blockchain practice
Capgemini has recruited a core team of leading blockchain technology specialists with plans to expand its global team to more than 100 professionals by year-end.
04/13/2016
China's Huatai Securities acquires tech provider
Huatai provides services including brokerage and wealth management, investment banking, asset management and investment and trading to retail investors, institutional investors and corporate clients.
04/13/2016
Tech provider Bravura up for sale
Bravura is the standout performer in that transition and is set to increase its market share from 4 per cent to 22 per cent of assets under administration on adviser platforms.
04/12/2016
Fiserv's Cheryl Nash To Lead Initiative To Attract Women To Wealth Management Industry
The program is designed to attract college-age women to wealth management careers in order to increase gender diversity in the industry.
04/11/2016
Plugging the digital gap
Wealth management continues to move from the traditional model of personal financial advice towards becoming increasingly digital.
04/11/2016
Tech start-ups snap at the heels of Asian private bankers
But its private banking industry is only slowly waking up to the demands of a new, tech-savvy generation of wealthy clients and family offices