Digitising the Investment Proposal Process
Van Lanschot Kempen further digitises its investment advisory business in the Private Bank by introducing Objectway’s component for Digital Investment Proposals.
FinTech
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The future of wealth management
As a result, wealth management clients are ready for more support throughout their family’s financial lives.
Avaloq introduces consulting firm d-fine as a Special Service Partner
Frankfurt-based d-fine joins Avaloq’s global partner network to strengthen the leading digital banking solutions provider’s implementation capabilities.
Farther Finance Launches Category Defining Wealth Management Tools
New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible
Digital Wealth Manager Now Managing $1B in Client Assets
StashAway noted that its investment portfolios generated annualized returns ranging anywhere from 16.5% for its greatest risk portfolio to 4.3% for its lowest-risk portfolio since it began offering financial management and investment services in July 2017
Segment of One – the ultimate in customer personalisation
Financial institutions can use Conversational Banking to communicate digitally with their customers and ensure a ’segment of one’ narrative across all channels.
Crypto firm and Avaloq team up to offer crypto asset trading
With this leadership in digital assets for the finance sector, Crypto Finance and Avaloq are empowering financial institutions to offer a seamless digital experience for retail banking, wealth management, and more.
Bordeaux-based Elwin raises €2 million to scale up its wealth management solution
The Bordeaux-based fintech is aimed at savings professionals and more specifically brokers.
Carey Olsen advises CoinShares on launch of exchange-traded Bitcoin product
The ETP programme is operated by CoinShares Digital Securities Limited, a wholly owned company of CoinShares Group.
SS&C GlobeOp Forward Redemption Indicator: January notifications 1.78%
SS&C GlobeOp’s Forward Redemption Indicator for January 2021 of 1.78% reflects lower redemption notices than the 2.26% reported a year ago,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
SS&C Expands Eze Investment Suite to Provide Unmatched Productivity, Flexibility and Scalability
James Griffin to Lead Global Sales as SS&C Eze Continues Expansion