03/19/2015
It offers comprehensive instrument coverage, financial general ledger, and industry-standard integration tools enabling firms to manage complex investment strategies and fund structures.
03/18/2015
WealthCloud Wins Best CRM System
WealthCloud was awarded "Best CRM System" at the 2nd Family Wealth Report Awards 2015.
03/18/2015
By providing a consistent omni-channel user experience across UBS' network, the new units allow consumers to conveniently and securely execute transactions such as bill payments or get an overview of assets.
03/17/2015
The purpose of Envestnet Institute On Campus is to provide college students with the tools they need to prepare and secure a position in the wealth management industry.
03/17/2015
Adoption Likely to be Limited to Niche Demographics
03/17/2015
Wealth management and investment banks are also looking to data science insights to improve their offerings.
03/17/2015
Collaboratively developed in Diebold's Europe, Middle East and Africa (EMEA) Center of Innovation , UBS and Diebold are making cashless banking transactions easy and secure at more than 400 tailored self-service units throughout UBS' 300-branch
03/17/2015
Multrees chooses Babel Systems' platform
Key component of Multrees' custody and investment administration service for wealth managers and private investment offices
03/16/2015
Swiss private bank chooses AxiomSL platform for Basel III reporting
AxiomSL provides a single platform that can be used for all regulatory calculation and reporting requirements globally.
03/16/2015
UBS uses artificial intelligence to deliver advice
UBS Group, facing the threat of competition from Google and Amazon, has turned to a Singapore-based technology company that uses artificial intelligence for help delivering personalised advice to the bank’s wealthy clients
03/16/2015
Leading UK investment platform launche of a number of new online services
With just over 12 months before the sunset clause deadline, adviser firms are being urged to act now in order to be fully prepared for the end of fund rebates on existing platform business that’s still therefore subject to bundled pricing.
03/13/2015
Broadridge Launches Service for Financial Institutions Transitioning from SWIFT Accord
Service offers seamless transition of trade confirmation matching ahead of SWIFT’s planned retirement of Accord services in 2017
03/12/2015
Their product portfolio is designed to facilitate farmers, cattle ranchers and builders in obtaining loans that allow them to expand their businesses and generate a positive impact on the local economy.
03/12/2015
SS&C Signs 35 Customers in Canada
SS&C Serves More Than 350 Canadian Investment Management Firms With Its Software, Market Data and Services
03/11/2015
RBC CEO warns bank is on ‘collision course’ with Apple and Google as mobile banking takes off
Apple Pay, the smartphone giant’s mobile payment platform, is taking off in the United States, but such systems threaten to get in between banks and their customers
03/11/2015
Specialist bank, Investec, has implemented Entersekt’s multi-factor authentication product, Transakt, to boost the security of its private client mobile application
03/11/2015
The details revolve around allocating client money to cash and the value of so-called smart beta strategies, with both sides touting their own way of doing things.
03/09/2015
Linda Mantia, Royal Bank of Canada's executive vice president of digital, payments and cards, refuses to get distracted by Near Field Communication-based mobile payments
03/05/2015
FNZ UK chief exec to exit
The UK chief executive of platform technology firm FNZ, is set to leave the company by the end of the year
03/05/2015
Financial technology acquisition expands Broadridge’s wealth and advisor solutions
The platform provides unique analytic capabilities designed to increase marketing and sales effectiveness, and has advanced social media tools and a modular architecture.