12/16/2015
Temenos wins ‘Best Provider of Front-to-Back WealthSuite Solutions’ Award
Temenos emerged as the winner for its integrated, front-to-back wealth management solution, WealthSuite.
12/16/2015
Often, digital documents contain financial and investment information, bank account numbers and other personally identifiable information that, when in the wrong hands, could be destructive to your client.
12/16/2015
Nowhere is this more important than in the wealth management industry.
12/15/2015
The new company’s strong ambitions include the implementation of a powerful IT set-up to ensure high efficiency from the outset, while also providing the flexibility to support future growth.
12/15/2015
Three challenges stand in the way of banks and credit unions seeking to differentiate themselves in an increasingly competitive marketplace.
12/15/2015
Deloitte selects software to mitigate risk through increased global contract visibility and intelligence
The analytics portion of the solution builds on this to enable the learning of an organization’s specific languages and clauses
12/14/2015
In an increasingly atomised society, the advent of the digital age allows charities to connect more effectively to those most in need.
12/07/2015
AnlageFinder robo-advisor for experienced and first-time investors / development in cooperation with fintech fincite / maxblue app for mobile securities trading
12/04/2015
Doherty & Associates Partners with SS&C to Meet New Performance Reporting Rules
Regulatory obligations will be met using SS&C’s leading performance measurement and attribution solutions
12/04/2015
Third-largest banking group in Switzerland and Avaloq strengthen their partnership
We view our involvement in Avaloq as an attractive strategic investment in the area of finance technology
12/03/2015
One negative consequence, according to Pocan, is the idea that robo advisors could be used as a primary source of advice by investors
12/03/2015
Innovation and digitisation were the words on everyone’s lips at the Objectway user conference in London’s Millbank Tower.
12/03/2015
SEI also powers platforms for Towry and True Potential.
12/02/2015
Post on Facebook - and get a tax bill
Banks, insurers and even the taxman are trawling Facebook and other sites looking for information which could determine how much they charge you
12/02/2015
Wealth Management Tech Firm Reports 115% Revenue Growth
Demand for Digital Transformation and Business Intelligence Drives Technology Innovation in the UK Wealth Sector
12/01/2015
ITI Data Vision announces strategic ETF partnership with Equiniti Selftrade
Selftrade customers will be able to use etfHound to quickly find the ETFs that most closely mirror their current, usually higher cost, mutual fund investments.
11/30/2015
Microsoft wins two Asian Private Banker Technology Awards
It provides a highly flexible relationship management framework
11/30/2015
Client reporting specialist Vermilion triumphs at Funds Europe Awards
Vermilion was shortlisted alongside industry heavyweights Milestone Group and SS&C GlobeOp.
11/30/2015
The corporate scenario of maintaining 400 bank accounts with more than 40 banks is not uncommon
11/30/2015
NEON greatly increases wealth managers’ productivity by combining powerful client management and investment management in a single solution, all driven by sophisticated workflow tools.