12/29/2020
The wealth management firm confirmed that they’ve introduced their Addepar ISI (methodology available here), which uses “portfolio-level” transaction data to assess investor sentiment.
12/28/2020
Investors and traders spent vast amounts of time analysing annual reports and newspapers in order to find useful data, but still, the analytical part of the investment process was limited to a few educated guesses, reliance of the expertise of their peers
12/24/2020
“The machine has all the information and simulations and so can register that it looks like someone is going to close their account.”
12/22/2020
Authorities have been promoting personal investment to make up for feared shortfalls in pension funds, with vast numbers of the population set to retire over the coming decades.
12/18/2020
Most of that involvement will come down to purely understanding what really drives digital marketing at its most basic level.
12/18/2020
The collaboration will develop a proof-of-concept to improve the transparency and trustworthiness of UAE SMEs’ credit profiles to enable faster access and on better credit terms to working capital finance.
12/16/2020
B3 selected Genesis’ LCAP to deliver performant, resilient solutions to address multi-faceted highly complex post-trading workflows, securely at pace and at scale.
12/15/2020
Vestrata is a unique platform backed by significant investment from industry insiders
12/15/2020
This targeted approach to business expansion with a premium clientele has helped to establish Velotrade as a leading market player.
12/15/2020
Enterprise Payments Hub simplifies multiple payments products and services onto a single integrated platform
12/15/2020
Today, trading is accessible to anyone with disposable income, young or old
12/07/2020
The provision of more information abroad about the Swiss financial centre is one of the objectives of the new financial market policy presented by the Federal Council on 4 December 2020.
12/01/2020
It will help us to extend the full front-to-back trade lifecycle services that we offer
12/01/2020
Expanding a successful, long-standing relationship into additional asset classes
11/26/2020
Clients can undertake cross-border transactions seamlessly, access a consolidated view of their balances across regions and currencies, and make the most of tailor-made advice for their business needs.
11/25/2020
The firm says it wants to make financial advice affordable to the client and adviser to help provide “advice for all”.
11/25/2020
FlowBank’s pipeline is filled: In the coming weeks and months, the bank’s clients will be able to benefit from many more services
11/23/2020
It allows for free local transfers from AED bank accounts to the Sarwa X account with no international transfer fees, which helps to increase user’s long-term returns.
11/19/2020
This news was first shared on SEI’s third-quarter 2020 earnings call.
11/13/2020
Broadridge’s advanced, integrated processing platform for global derivatives will provide RJO with a scalable, agile platform to support its strategic growth plans and adapt to market change.