03/30/2015
When assessing the various risks that might affect investment firms, fund managers and investors often overlook an element that can lead to failure if neglected: an ineffective middle-office.
03/24/2015
Calastone has been successfully serving its fund manager, distributor, platform, custodian and fund administration clients since it launched in 2008.
03/22/2015
The best utility apps are designed to make your hectic life a little bit easier, and maybe even more enjoyable
03/22/2015
If you think $10 is too much money for an app, you won't even consider downloading anything on this list.
03/20/2015
The system will be built internally and with the help of third parties.
03/19/2015
Robo-Advisers Are Marching Into the Wealth-Management Industry
But they're now under siege from well-funded startups that offer a wide array of advisory services at a low cost thanks to broad use of automated functions.
03/19/2015
City Of London Wealth Management Awards Recognises FxPro as Best FX Service Provider
Seismic events such as the Swiss National Bank's removal of the Swiss Franc peg against the euro have rocked the FX industry
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.