FinTech Archives - Page 142 of 262

Bita Risk Wins Innovation Award for its 'ESG Manager' Private Client Solution

March 31, 2022

BITA Wealth ESG Manager supports evolving ESG strategies by helping firms to understand, manage and monitor portfolio ESG exposures, enabling the integration of ESG analysis and reporting within a firm’s investment proposition.

FinTech

Digital Integration in Wealth Management

March 31, 2022

Bringing together asset managers and private banks across the UK and Europe in pursuit of ways to better serve their clients, the event took place over two days and explored how the sector can thrive in the digital age.

FinTech

ERI winner in the 'Change Management Process/Best Implementation of a Technology Solution' and ‘Transaction Processing Soution’ Categories

March 31, 2022

Being recognised at the European level strengthens our international footprint

FinTech

Apex Crypto Secures New York BitLicense

March 30, 2022

Apex Crypto also offers clients competitive tax solutions through a seamlessly integrated enterprise-class cryptocurrency cost-basis platform operated by Apex Silver (formerly Silver Management), another business line of Apex Fintech Solutions.

FinTech

Swissquote joins Leonteq's multi-issuer platform

March 30, 2022

In addition, Swissquote is responsible for the distribution of its products to its own client base, including public distribution in Switzerland.

FinTech

How Wealth Firms Can Attract and Retain the Modern Investor

March 30, 2022

Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.

FinTech

NFT Fund Available to Qualified Investors in Switzerland

March 29, 2022

Managed by SEC regulated digital asset investment manager Wave Financial and distributed by Swiss asset manager Criptonite Asset Management SA

FinTech

SEI Wins WealthTechAmericas Awards 2022

March 29, 2022

Recognition Reflects Expertise in Delivering Seamless Client Experience

FinTech

The Top 9 Benefits of Robotic Process Automation

March 29, 2022

There’s a reason the RPA market is expected to grow to more than $13 billion by 2030.1

FinTech

Second Listing on SIX Swiss Exchange in 2022

March 29, 2022

Today, Talenthouse AG listed its shares on SIX Swiss Exchange and with that, creates a new industry type: the Creator Economy.

FinTech

Goldman Sachs to buy pension robo-advisor NextCapital

March 29, 2022

Goldman says the deal, set to close in the second half of the year, will accelerate its expansion its services to the growing defined contribution market through personalized managed accounts and digital advice.

FinTech

SS&C Completes Acquisition of Hubwise Securities Limited

March 28, 2022

The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.

Cookie Notice