09/20/2016
Digital Client Onboarding: A Key Step Toward Wealth Management Platform Growth
Aite Group describes the increasingly important role of automated client onboarding for financial advisors
09/20/2016
Aite Group describes the increasingly important role of automated client onboarding for financial advisors
09/20/2016
The algorithm takes into account the longer lifespans of women and their salary arcs, which are often different from those of men.
09/20/2016
Another stand out success is Avaloq’s continued expansion in the retail banking space
09/20/2016
We hope that this relationship will continue to flourish as we seek to enhance the service provided to our customers.
09/20/2016
The invention is not designed for “permissionless” systems, like the cryptocurrency system supporting Bitcoin
09/19/2016
With revenue of $8.4 billion, the firm was ranked 39th on Forbes’ America's Largest Private Companies in 2016.
09/19/2016
Banking and payments industries offer palpable examples of FinTechs changing the financial sector by offering new solutions that are visibly disturbing traditional players.
09/19/2016
The industry’s growth, however, has sparked a controversy.
09/19/2016
The speakers represent many industry leading organisations and have extensive experience which contributes to their interesting, stimulating and insightful topics all very relevant in the post Brexit economy.
09/19/2016
A customer taps her debit card at a coffee shop and the money is removed from her bank account instantly.
09/16/2016
The rise of cognitive agents Will humans prefer to talk with machines?
09/16/2016
Concept wrapped up in OCC’s innovation project
09/16/2016
Here’s ten things to consider when implementing a client portal for your business.
09/15/2016
TrackWealth’s consolidation feature is built on the highly secure and patented eWise Aegis solution.
09/15/2016
At one end of the spectrum, financial technology—fintech—is spurring innovation that is disrupting traditional banking and wealth management
09/15/2016
Such systems should keep institutions ahead of the game by allowing them to keep track of, and adjust to, new rules as soon as they are implemented, the white paper argues.
09/15/2016
SS&C Learning Solutions also announces partnership with CFM Partners, a leading provider of compliance content
09/15/2016
Acquisition adds 250 employees serving more than 130 fund relationships in US, UK, Singapore and Hong Kong; Strengthens and enhances fund administrator’s ability to handle complex asset classes
09/15/2016
SS&C recently implemented combined trading solution using Moxy and MarketTrader
09/15/2016
It also offers a suite of portfolio-management tools to build and manage stock market assets.