06/10/2020
The innovative and award winning Finantix Product Suite is a modular, API-driven suite of products that can be integrated with existing IT systems and deliver maximum flexibility, efficiency and scalability.
06/09/2020
Celent also recognised that Objectway Client Engage and Conectus Onboarding provide “a comprehensive front-to-back Client Lifecycle Management offering allowing clients to identify prospects as well as onboard, with a user-friendly UI”.
06/09/2020
Although Merrill invested in upgrading it over the years, its workflow and core technology design remained largely the same.
06/09/2020
The range of wealth products sold include unit trusts, bancassurance products, structured investments, bonds, and foreign exchange products.
06/09/2020
The KickStarter™ offering comes at a time when the industry needs it most.
06/05/2020
Crisis brings welcome chance to promote technology without losing personal touch
06/03/2020
With its membership of the OpenBankingProject, CREALOGIX is committed to an open digital ecosystem
06/03/2020
Having a partner that can help outsource any or all of these functions is critical to a firm’s ability to manage ongoing investment operations.
06/02/2020
The partnership provides customers with fully functional front to back office workflows
06/02/2020
New Offering Brings Additional Flexibility to SEI's Customizable Investment Platform
06/02/2020
In 2020, add a global pandemic into the mix, however, and technology becomes vital to their very survival
06/01/2020
Each firm has a slightly different definition and set of projects associated with their digital transformation.
06/01/2020
The sooner wealth management executives come to realise that the saviour amid all of this uncertainty is the technology-enabled relationship manager, the better for everyone.
05/29/2020
The Axia Wealth & Fund Management solution was selected, due to its ability to holistically perform mission-critical operations on the wealth, fund management and administration spectrum.
05/29/2020
He’s convinced that the push for digital solutions for financial services is here to stay and that banks and fintech need to team up.
05/29/2020
KNOCK KNOCK Platform Provides HSBC Customers with Speed and Simplicity
05/29/2020
The current climate has once again demonstrated the importance of data symmetry and streamlining communication across the investment lifecycle from the asset manager to the asset servicer
05/28/2020
This fintech partnership will create a new differentiated offering which gives Avaloq’s banking & wealth management clients seamless, simplified access to the innovative Flybits platform.
05/28/2020
Apobank represents a key milestone for Avaloq as it major shareholder, Warburg Pincus, sizes up its exit options.
05/28/2020
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.