03/23/2022
Adding value through multibanking
The opportunity is twofold
FinTech
03/23/2022
Bitcoin Suisse establishes task force to limit sanctions risks
The cryptocurrency specialist said the war could support the growth of cryptocurrencies in the longer term.
03/23/2022
Wealth Management Market Players Work To Prevent Cyber Attacks
The Business Research Company’s Wealth Management Global Market Report 2022 – Market Size, Trends, And Global Forecast 2022-2026
03/23/2022
Profile sponsors Wealth Management Conference
With the expertise delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross-generational needs and thrive in a digital age.
03/22/2022
Portal Asset Management launches its own actively managed multi-strategy fund
The fund is uncorrelated with traditional asset classes such as equities, real estate, bonds and commodities and also with the cryptocurrency markets.
03/22/2022
3 WealthTech companies to keep an eye on in 2022
Digital business models have emerged within the wealth management industry in the last decade.
03/22/2022
Fidelity Investments® Rolls Out New Features on Bond Trading Platform
Bond Beacon helps address this by using real-time data and analytics to trade against live markets, providing a robust view into fixed income markets and substantially cutting the time needed for transactions.
03/21/2022
SEBA Bank lists their ETPs at Euronext
All digital assets are selected according to a rigorous process which combines quantitative metrics and in-depth qualitative analysis.
03/21/2022
TrustQuay signs client portal deal with ZEDRA
TrustQuay Portal enables corporate services and trust administrators to deliver their clients a unified view across all of their structures and provides access to this information anywhere, anytime and on any device.
03/21/2022
Docupace CEO David Knoch Honored as Top Technology CEO by WealthTech Americas
Knoch's leadership and hard work continues to be recognized by financial advice and investment industry
03/21/2022
Live chat too ‘clunky’ for private banking
You are still relying upon people managing multiple chats at once.
03/18/2022
Prestigious International Awards Recognize Outstanding Financial Technology Products and Companies
Mirador’s Gateway is a next generation, secure digital portal designed and built to serve both advisors and their clients.
03/18/2022
SIX to partner with LMAX Group to launch 24/7 traded crypto futures
The partnership, which leverages the expertise of two leading market players, is set to deliver a superior crypto offering, and is expected to receive immediate uptake from existing LMAX Group clients as the digital asset ecosystem continues to institutio
03/18/2022
The wealth advice revolution is here, how will you adapt?
This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.
03/18/2022
10 ways to rethink plastic through technology
Despite increasing awareness around the challenge of plastic pollution, we are continuing to make the situation worse.
03/17/2022
RiskAvert enriched with new capabilities for NPE and IRRBB ahead of final regulatory announcement
This newly launched version of IRRBB is introduced well ahead of the final regulatory technical standard
03/17/2022
Irish startup akt.io closes ICO of €27 million to democratise access to wealth management
Gael Itier, CEO and co-founder of akt.io explained: “What we are going to propose is an alternative to the aging banking system, specifically personal finance and savings, which is the last sector to resist technological innovation, as traditional f
03/17/2022
Crealogix listed as a strong performer in The Forrester Wave™: Digital Wealth Management Platforms
The report also noted that reference customers highlighted our platform’s reliability, validated the strong front-end experience, and noted our responsiveness and good implementation support.
03/17/2022
The Wall Street Trend Making Swiss Waves
The takeover specialist helped sell startups Bexio and Flatfox to Mobiliar insurance while at GCA Altium
03/16/2022
Glue42 and Iress team up
Glue42 and Iress have teamed up to optimize the user experience of traders and wealth managers