05/24/2021
SS&C's comprehensive offering vastly improves fund accounting and reporting exceeding our clients' information and communications requirements on a single easy-to-use platform, so we can focus on helping our clients make decisions.
05/24/2021
SS&C will provide private equity administration, portfolio look-through reporting, tax services, treasury support services and investor AML/KYC compliance.
05/24/2021
New technology tool streamlines the process of packaging and presenting high-quality proposals, helping advisors share customized recommendations with clients
05/21/2021
FE fundinfo's 2021 Financial Adviser Survey reveals how advisers are investing in technology to meet the challenges and opportunities emerging through the Covid-19 pandemic
05/20/2021
Agreement marks important step in developing digital escrow as a universally trusted and accepted settlement method for trade and commerce
05/20/2021
Blocksize Capital provides financial institutions with cutting-edge technology allowing them to embrace this fundamental transformation.
05/20/2021
Cloud computing is in fact a great opportunity to reduce costs, increase efficiency, scalability, and security.
05/19/2021
Dynasty Financial Partners joins Mariner Wealth Advisors in putting Eaglebrook Advisors' SMAs for digital assets on their investment platforms.
05/19/2021
Bitcoin will not do this and the logic for investing in it is not sound.
05/19/2021
These documents are usually 50-80 pages long, full of legal language, with complex forms embedded within them. Investors are then left to decipher the forms to complete them correctly.
05/18/2021
Awarded for their innovative use of technology to solve a significant industry problem
05/18/2021
They will have a better understanding of their financial position and improve their financial wellbeing.
05/18/2021
The slick digital experience presented by other industries means customers now expect the same from all providers
05/18/2021
In addition, the platform allows investors to optimise their investments through machine learning algorithms.
05/17/2021
StashAway Term Life is a yearly renewable policy designed to give clients a flexible insurance option.
05/17/2021
Adoption by mainstream finance industry remains in question, executives say
05/17/2021
Combined with New Access’ Client Lifecycle Management System “Banker’s Front”, the Core-to-Digital solution enhances process automation and standardization, allowing the Bank to deliver an improved digital journey to its Relationsh
05/17/2021
At Kidbrooke we focus on overcoming these limitations and strive to provide added value across the board.
05/17/2021
The challenge now is how do we repeat the formula we used for savings to offer our customers an accessible platform for investing products.
05/17/2021
Confidentiality, peace of mind and taxation often emerge as top-of-mind concerns in our conversations with clients