03/27/2019
Technology Leaders Outline the Future of the Business
Visionaries provide insights on emerging trends, how to run a better business in a world of change and cool new technologies.
03/27/2019
Visionaries provide insights on emerging trends, how to run a better business in a world of change and cool new technologies.
03/27/2019
Single-Sign-On and client data synchronization features will certainly make financial planning and investment portfolio design and analysis more efficient for advisors on the VieFUND platform.
03/26/2019
The market has been volatile and many of the products are unregulated: digital assets are undoubtedly higher risk than traditional mainstream investments.
03/26/2019
The wealth managers found joy in the reassurance that the more digitally advanced younger generations will still require human expertise.
03/26/2019
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/26/2019
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
This choice is consistent with the bank's repositioning strategy f
03/26/2019
Sanlam will utilise AQMetrics software technology to automate Annex IV reporting
03/26/2019
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/25/2019
“This significant Singapore milestone marks the start of PIVOT’s ambition to deliver innovative wealth management solutions in Southeast Asia.”
03/22/2019
The bank has added a new back office which is more than double the size of its existing facility at the Special Economic Zone in Pune.
03/22/2019
Bauke noted that making moves towards digitisation is important
03/22/2019
Envestnet will continue to build on MoneyGuide’s offerings, including MoneyGuideOne, MoneyGuidePro and MoneyGuideElite.
03/22/2019
Iress will provide multi-asset, multi-market risk and order management capabilities for all developed markets across the US and Europe.
03/19/2019
The ranking depicts a heterogeneous entrepreneurial situation, but with some common drivers.
03/18/2019
Everyone wants a piece of the millennial market.
03/15/2019
The transaction is expected to close mid-year 2019 and is subject to customary closing conditions
03/13/2019
The session will explore the use of electronic wills to make estate planning more convenient and will consider some key questions on their use and validity.
03/12/2019
Before becoming a household name, fintech was very visible and “in your face.”
03/11/2019
Objectway is mentioned as a representative vendor for client-facing mobile apps.