01/06/2016
Rockefeller's money manager to sell tech platform
Rockefeller & Co's sale of the platform, which could be announced as soon as Thursday, will allow it to concentrate on the business of managing client money
01/06/2016
Rockefeller & Co's sale of the platform, which could be announced as soon as Thursday, will allow it to concentrate on the business of managing client money
01/05/2016
They will then have the option to purchase their scarf on Burberry.com or receive directions to the nearby Regent Street flagship store.
01/05/2016
RoboCap's managing partner Jonathan Cohen will manage the fund.
12/26/2015
Make your new toy even better with these must-have apps.
12/20/2015
advisory platform; a multi-asset class, multi-product type online wealth management platform that will uniquely serve the next generation of Chinese investors.
12/18/2015
$8.5 billion fund cites experienced team and technology as well as spirit of collaboration for overall project success
12/18/2015
With the blockchain, all that hassle is wiped out — you just pay another person directly into a digital wallet.
12/17/2015
Online fund platforms. Wealth management apps. Non-banking financial firms that operate payment systems.
12/16/2015
Most of the world's biggest banks, with the exception of Chinese lenders, have now signed up to the initiative.
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