11/12/2019
Finzo selects JHC’s Neon for portfolio management
It will form a key component of our compliance reporting for DIMS licensing and FAP requirements across Finzo member firms.
Wealth & Asset Management
11/12/2019
WealthTech firm WeInvest launches StratWealth - a marketplace aimed to provide better investment ideas for financial institutions
The platform has been specially developed for banks, brokers and asset managers and has choices of over 100 investment strategies.
11/11/2019
Goldman Sachs readies to launch robo advisor
Robo advice could unlock a new customer sector for the banking group— as well as adding efficiencies.
11/11/2019
Green Finance for a Sustainable World" - Keynote Speech by Mr Ong Ye Kung
Minister for Education, Singapore and Board Member, Monetary Authority of Singapore, at SFF x SWITCH 2019 on 11 November 2019
11/08/2019
Advisers sceptical of the role of technology in closing advice gap
In a poll of 207 advisers*, the research revealed 29% of advisers feel cashflow modelling is the tool that could make the most difference, suggesting there are fans of this generally well-regarded adviser software.
11/07/2019
SS&C's Black Diamond Wealth Platform® Integrates with StratiFi to Boost Compliance Capabilities
The combination of StratiFi’s institutional-quality technology and Black Diamond’s big-data analytics enables advisors to manage risk on one platform.
11/07/2019
Linklaters advises Santander on acquisition of majority stake in UK fintech Ebury for £350m
Santander’s strategic investment in Ebury strengthens its digital strategy and positions it as a bank of choice for SMEs trading or aspiring to trade internationally.
11/07/2019
Latin American banks and fintechs are racing towards financial inclusion
According to World Bank figures, two in every five Latin American workers have no bank or savings account.
11/06/2019
Swiss Banking Software Company Prepares for 2020 Sale: Sources
Avaloq and Warburg Pincus declined to comment.
11/06/2019
GAM deploys Indus Valley Partners platform
Independent asset manager GAM has implemented a suite of services and solutions from Indus Valley Partners (IVP) to assist in simplifying its data architecture through automation and a “digital-first” data management model.
11/06/2019
Tenet advisers suffer ‘chaotic’ back office switch
“The problem is that with the new system in place, we cannot access the old system, cannot access that information.
11/06/2019
FNZ completes acquisition of GBST
FNZ, a global platform as a service (PaaS) company, has completed the acquisition of Australian listed financial technology company GBST Holdings Ltd (GBST), a provider of specialist financial services technology to the capital market and wealth manageme
11/06/2019
BNY Mellon Expands Digital Ecosystem and Capabilities
BNY Mellon remains dedicated to broadening the scope of its digital ecosystem both by actively advancing its own solutions as well as seeking opportunities to collaborate with best-in-class external partners.
11/05/2019
DBS automates account opening for new wealth management clients
With our enhanced iWealth app, customers can invest straight away
11/05/2019
In-depth - high net worth: The tech transformation?
HNW should be ripe for a technological makeover, but the market may not be ready yet. Martin Friel investigates
11/05/2019
Robo-adviser taps into workplace market
"The SME workplace is a relatively untapped market in terms of closing the advice gap in this country"
11/04/2019
Guernsey's fintech future…
Guernsey continues to thrive as a centre for financial services innovation, with the island’s businesses demonstrating their appetite not only to partner with global fintech giants, but also to develop their own pioneering technology.
10/31/2019
WBI Launches “Cy” Revolutionary Advisor Assisted Robo
Cy delivers designs bespoke investment outcomes for advisors’ clients based on each need for loss protection and return
10/31/2019
Nutmeg expands human-led service in ongoing bid for profitability
Nutmeg can boast £1.8bn of assets but saw operating losses for 2018 widen to £18.6m from £12.4 the year before, with increasing regulatory costs cited as a reason.
10/31/2019
Contemi Partners With Northrow To Accelerate Client Onboarding For Their Customers
Automated verification and monitoring will accelerate client onboarding and significantly reduce the ongoing regulatory burden for Contemi clients.