12/10/2021
Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.
12/09/2021
What is more – our raison d’être is to address their challenges and we are responsible for helping private bankers and wealth managers resolve them
12/09/2021
To give its clients access to personalised information about the climate impact of their investments
12/09/2021
Profile has more than two decades of significant projects implementation in the Greek Public Sector
12/08/2021
This strategic acquisition gives FNZ significant technology expertise
12/08/2021
Headquartered in London, UK, Sionic specialises in technology transformation & digitalisation, international regulatory compliance, and risk management.
12/08/2021
As part of this, the Swiss group has invested 90 million CHF in digital and client-facing solutions and tools in 2020, it has trained 1200 participants in leadership training last year, and plans to have a significant part of their staff using agile ways
12/08/2021
Craig Wright, a computer scientist who claims to be the inventor of Bitcoin, prevailed in a civil trial verdict Monday against the family of a deceased business partner that claimed it was owed half of a cryptocurrency fortune worth tens of billions
12/08/2021
The two exchange traded products invest in bitcoin and ethereum
12/08/2021
AutoRek is a financial controls, regulatory reporting and data management platform which provides complete and seamless control of data.
12/07/2021
To gain better insights into its customers and identify suspicious behaviour more efficiently while having complete ownership over its AML platform.
12/07/2021
The CREALOGIX Group describes itself as a multinational digital transformation specialist and a Swiss FinTech Top 100 company
12/07/2021
The new platform will replace a legacy core banking system and is a key pillar in Brewin Dolphin’s focus on greater operational efficiencies as well as technological agility to support its long-term growth strategy.
12/07/2021
The creation of these new holistic scenarios leads to the need and opportunity to exploit technologies capable of managing large volumes of data
12/07/2021
Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions
12/06/2021
Cerulli said it believed that individual investors will benefit from the guidance of trusted asset managers to help navigate this complex landscape.
12/06/2021
The Canadian robo-adviser will transfer £272m worth of assets to rival Moneyfarm after deciding to call time on its loss-making UK operation.
12/03/2021
Zoe's meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice.
12/03/2021
Deal will provide customized direct indexing solutions to investors seeking tax optimization and personalized portfolios aligned to their values
12/02/2021
The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.