07/08/2019
Former Coutts, Credit Suisse adviser launches digital wealth manager
The pair created Rosecut Technologies
07/08/2019
The pair created Rosecut Technologies
07/08/2019
ABN AMRO launches KENDU, its new 100% mobile wealth management app with Sopra Banking Software
07/05/2019
The research found that emerging markets in Asia, Latin America and Africa are becoming the biggest fintech growth areas, with fintech helping to bring financial services to these regions’ large unbanked and underbanked populations.
07/04/2019
The wealth management business of Deutsche Bank AG chose Finantix technology to enhance the gathering, organisation and analysis of customer information during the KYC processes.
07/04/2019
Acumennet is a truly flexible Front-to-Back Treasury Management platform
07/03/2019
Dion’s Corporate Action solution is designed to address these challenges by providing a functionally rich solution
07/03/2019
An existing user of Sunrise with an on-premise installation, Charles Stanley saw an opportunity to improve processes and align to the ITIL framework, while also grasping the benefits of a SaaS-based platform.
07/02/2019
The awards are given solely on merit and are awarded to commend those most deserving for their ingenuity and hard work, distinguishing them from their competitors and proving them worthy of recognition.
07/02/2019
The firm said the new platform would complement the firm’s existing managed discretionary account capabilities and support the evolving needs of the firm’s client base.
07/02/2019
Just hours after GBST revealed SS&C Technologies had beaten out local company Bravura's $3-per-share non-binding proposal by putting forward a $3.25-per-share offer, Street Talk revealed FNZ had swooped in with a $3.50- per-share offer.
07/02/2019
Wealthtech encompasses all innovations and technologies that help wealth management related companies in their activity.
07/02/2019
Digital transformation used to be thought of as simply “going paperless.”
07/02/2019
For Avaloq, the acquisition places the firm at the forefront of utilizing differentiating data for structured product and ETF markets on its platform.
07/01/2019
It promised to offer crowd investors the same terms as it did Goldman Sachs — which led a £45m investment in January — but did not disclose financial details in its pitch.
07/01/2019
A new paper details the results of the survey alongside findings from other regional studies
07/01/2019
The establishment of the non-profit organisation was announced at the Cayman Islands Digital Economy Conference (CyDEC) on 20 June.
06/30/2019
This award adds to a growing stable of accolades won recently for our technology solutions.
06/28/2019
Netwealth CEO says her firm is here to modernise money management
06/28/2019
The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
06/28/2019
The firm has worked alongside the Fleming family, including Robert’s grandson Ian, the creator of James Bond, ever since.