Managers of Wealth

Robo-Advisor Success Spurs Tech Firm Acquisitions

The traditional wealth management industry has turned to technology to keep its high-touch, high-net-worth-focused approach relevant

Technology: the key to managing change by Chris Longden, MD, Avaloq

Avaloq UK’s managing director, Chris Longden, discusses the three main challenges the industry is facing and how innovative technology is key to overcoming the hurdles ahead.

Raymond James and Sprint Release Strategic Integration

Fastrak is designed for any company providing investment management to private clients/trusts & company pension arrangements. Suitable for a direct proposition or using a DFM

Third Financial Software crowned ‘Best Risk Management’ software firm

One of four firms to be shortlisted in the Risk Management category, the triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive financial software space.

Swiss private bank implements SunGard Ambit private banking suite

Swiss private bank headquartered in Lugano, has implemented SunGard’s Ambit Private Banking solution suite to acquire greater flexibility, operational efficiency and agility to support the bank’s long-term growth strategy.

Banks Devise New Ways to Tailor Services for Millennials

About half of millennials prefer to do independent research before contacting a financial adviser

Fusion, Switzerland’s first fintech accelerator, is now open for applications

Fusion, Switzerland’s first fintech accelerator, today announces that it has opened the application process for its first intake of financial technology start-ups

Avaloq continues its BPO success with two award wins at the WealthBriefing European Awards 2015

These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.

Wealth management software firm secures expansion capital

A proportion of the investment will fund a new, wholly owned subsidiary that will offer platform services to the UK wealth management market.

Company Launches Private-Label Service For Advisors

BizEquity Advisor Office will be launched and showcased simultaneously at the Envestnet Advisor Summit in Chicago and the inaugural eMoney Advisor summit in California.

Northern Trust Enhances Insurance Accounting and Regulatory Reporting Capabilities

SAP is a recognized global leader in providing enterprise and accounting solutions for the insurance industry.

Innovative technology is the key to managing change by Chris Longden - Managing Director, Avaloq UK

Clients today are increasingly using online technology and social media as part of their everyday lives

Charles River IMS Named “Best Portfolio Management Solution”

Presented on April 30th in London, the awards honor technology vendors for developing innovative tools for European wealth management firms

Advent wins "Best Client Communications & Reporting" and "Best Portfolio Management" at the WealthBriefing Swiss Awards 2015

The program recognizes excellence among technology solution providers specializing in tools for Swiss-based wealth managers to deliver best-in-class service for their clients.

FinTech