Iress Xplan selected to underpin Mattioli Woods’ transformation
Iress’ advice software Xplan will be deployed across the whole of Mattioli Woods wealth management business, including employee benefits.
FinTech
2698 articles found
AI in Wealth Management: Challenges and Opportunities
The average company perceived GDPR, for example, primarily as a compliance exercise, but GDPR mandates that all information about the customer is documented, and so far, that has not always been the case.
Are Your Trade Processing Systems Fit for Purpose?
This article dissects key factors that can lead to the failure of a trade processing system being fit for purpose, with a focus on common technical and operational issues.
Danske Bank Selects Broadridge’s Principal Risk Trading and Market Making Solution
Tbricks will integrate with existing systems at Danske and allow the bank to scale and streamline operations
Bitcoin ETFs: a token gesture
Bitcoin, volatile at the best of times, has responded in typically unpredictable fashion, down nearly a tenth since the announcement last week.
Bitcoin Suisse Puts a Hold on Banking Ambitions and Switches CEOs
The board members of Bitcoin Suisse can't be accused of that, at least not now.
Private banking trends 2024: what’s making the banking world turn now?
Private banking is set for an important year, but what will stand out?
21Shares Co-Founder: «This Was a Contrarian Bet»
This is considered a turning point for digital assets.
Quilter’s customer app reaches 100,000 milestone
The app also helps advisers reinforce the relationship with their clients by including details of each client’s adviser
Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers
Unparalleled, holistic insights created for asset managers and fund boards from combined product and consumer data sets
Fidelity leads £25m fundraise for ex-FNZ tech boss’ new venture
Wealth tech veteran Phil Goffin has secured funding from the asset management giants for his new fund administration fintech firm.