11/14/2019
In a typical new client journey, client details were keyed in at least three times, with firms spending up to three hours per client on this process.
10/31/2019
New Merchant Services platform launches with backing from RBS, Mastercard, Motive Partners and EFM Asset Management, with total funding to date of £60 million.
10/22/2019
“These digital and service model investments support our efforts to bring the best from both organizations to provide unparalleled value to participants, clients, advisers and consultants,” says Renee Shaaf at Principal.
10/20/2019
It's a background that doesn't seem suited to SoftBank's array of tech investments but would seem to recommended him as a man to keep a handle on WeWork, the property rental company into which SoftBank has invested $10.5bn, and which is now
10/10/2019
Clients who can benefit range from global clearing houses, through sell side firms to asset managers; covering both trading and post-trade solution use cases (typically those that process financial instruments).
10/10/2019
Pershing, another firm, accounts for 1 per cent while the other 24 per cent of assets under management are held on platforms which have their own in-house technology.
10/04/2019
The firm touts that the new platform ensures all users have equal access and information about opportunities, eliminates many of the high costs, and effectively opens private investment to accredited and institutional investors.