Plugging Tech Into Wealth Management
Technology is the answer for wealth management, as much as it is for any other industry seeking to target and serve clients in a more personalized way.
FinTech
2618 articles found
Futuregrowth Asset Management Adopts Charles River for Managing Fixed Income Strategies
Managing investments in an ethical and sustainable way for stakeholders requires a technology platform aligned with our mission.
WealthTech Trends for 2022 and Beyond
As part of this industry research, the authors identify ten trends in these four distinct areas for 2022 and beyond.
volt by Vontobel: The new investment app offering private banking-level service and personal advice
Affluent clients can thus access digital investment services that would otherwise only be available to very wealthy clients.
SS&C Launches Blue Prism Desktop to Optimize Desktop Process Management
Blue Prism Desktop enables businesses to securely and centrally execute automated desktop processes, reducing governance and security risks
Bank of China Ltd Luxembourg Branch Selects the Olympic Banking System
“BOC will be able to benefit from the OLYMPIC Banking System’s award-winning core strengths of efficiency and compliance, together with its open service-oriented architecture and API approach.”
Benefits of Internal Models for Solvency II
The debate around its advantages vs its costs has resurfaced, with a special focus on the market and credit risk modules.
Another New Trading Participant Joins SIX Swiss Exchange
As of today, Virtu ITG Europe Limited starts trading on SIX Swiss Exchange, the highly liquid reference market for Swiss equities.
HCL Technologies Signs Deal to Acquire Wealth Management Specialist
Through this strategic acquisition, HCL will increase its footprint in the global wealth management market with emphasis on Avaloq consulting, implementation and management capabilities.
Andes Wealth Technologies Named Winner of 2022
The Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia, encompassing all of the world’s major wealth management centers.
Manager of 21Shares switches to the competition
The products listed on Deutsche Börse Xetra in Germany invest directly in Bitcoin and Ether.
"Hypi" builds a bridge to Kosovo
In Kosovo, the company says it holds a license from the Central Bank of the Republic of Kosovo.