04/25/2022
The most common pain points for investors in terms of what they are offered by these providers generally relate to issues of conflicts of interest, high fees, and ultimately the fact that products and services that investors are getting are not built with
04/25/2022
Starting in the Spring of 2022, Temenos and Wealth Dynamix will be supporting Mirabaud’s move from traditional on-premise systems to deliver a digital end-to-end wealth management platform for the Group over the next few years.
04/25/2022
This movement, born out of a longing for freedom and independence, began when the mythical national hero, William Tell, challenged a tyrannical bailiff called Albrecht Gessler.
04/25/2022
As part of the partnership, the RAQUEST software will be directly linked to Objectway‘s core banking solutions OBS via a standard interface.
04/25/2022
All personal data is fully encrypted and tokenized, ensuring no customer identifying information is ever held on either the Temenos or CLMi systems.
04/22/2022
The law determines the legal status, classification, ownership and regulators of virtual assets, as well as setting registration requirements for cryptocurrency services providers.
04/22/2022
This year’s list highlights the 100 most innovative technology solution providers that are tackling digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.
04/22/2022
Wealth management firms are increasingly looking at how to translate the personal touch that is the cornerstone of excellent service into the digital sphere.
04/22/2022
These service providers will be required to annually report on reportable users an array of personal and financial information, similar to what is required for CRS and FATCA, however more enhanced.
04/21/2022
The global WealthTech market is projected to reach $11.9bn by 2030, according to FinTech Global.
04/21/2022
How the digitization trend is affecting the industry
04/21/2022
Delio Ventures is forming partnerships with new and scaling marketplaces that need proven private markets technology to connect investors with interesting opportunities.
04/21/2022
Select clients of the company can now access blockchain based credit.
04/20/2022
As a result, companies on daura will be able to issue digital equity securities seamlessly in SDX's regulated Central Securities Depository (CSD).
04/19/2022
It is this increasing interest which has prompted Delio to work in partnership with marketplaces that are likely to play a significant role in meeting accelerating investor demand.
04/18/2022
As part of the latest extension, Rathbone Funds will also leverage SS&C's Adviser OnLine, enabling advisers to access their portfolios and obtain commission reporting.
04/13/2022
Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.
04/13/2022
The new solution enabled by FNZ and Clearstream via its Fund Centre capabilities will provide asset managers with the global and regional intelligence they require to analyse market trends
04/13/2022
The new lifecycle management center will harness HCL’s digital transformation execution framework and next-generation AI and automation products to drive efficiency.
04/11/2022
Despite a tricky 2022 so far, TDAM analyst says diversified exposure to the space remains a good strategy