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
04/08/2022
Capgemini was recognized for the 2nd time consecutively
04/08/2022
An NFT is a digital asset that can be an image, audio clip, or GIF and whose ownership is recorded on a tamper-proof digital ledger known as a blockchain.
04/08/2022
For Swiss tax purposes, payment tokens can be defined as tradable, intangible assets and fall within the category of movable assets, subject to Swiss wealth tax.
04/07/2022
The bank reported organic net new money inflows of 9.6 billion francs, helping client assets grow to 55.9 billion francs.
04/07/2022
The result was the establishment of the Swiss Financial Sector Cybersecurity Centre (Swiss FS-CSC) in Zurich
04/07/2022
The business as a whole had to embrace different methods of delivering a solution.