11/19/2019
And social media has given them a platform from which to broadcast their opinions, including dissatisfaction about firms that fail to meet expectations.
11/18/2019
Integrated financial solutions provider Finzo announced that it will be implementing JHC Neon – a digital dashboard for instant portfolio monitoring, risk analysis and suitability checking.
11/18/2019
New member firms join leading market participants to advance and align on standards of conduct
11/15/2019
The acquisition puts Avaloq at the forefront of utilizing differentiating data for structured product and ETF markets on its platform.
11/14/2019
Google's newest project takes aim at traditional banking, but wealth management may not be far off.
11/14/2019
With the development of more effective due diligence capabilities, asset allocators have been able to play a key role in reducing the “external” operational risk within the fund management organizations.
11/14/2019
The ‘One to Watch’ designation recognises firms for pioneering innovative technologies that solve some of the industry’s biggest regulatory challenges
11/13/2019
By 2020, consulting firm PwC expects the global asset management industry to reach $111.2trn in assets under management
11/12/2019
The portal was already based on the Avaloq platform and offers customers self-service functionalities such as a financial assistant or foreign currency orders.
11/12/2019
It will form a key component of our compliance reporting for DIMS licensing and FAP requirements across Finzo member firms.
11/12/2019
The platform has been specially developed for banks, brokers and asset managers and has choices of over 100 investment strategies.
11/11/2019
Robo advice could unlock a new customer sector for the banking group— as well as adding efficiencies.
11/11/2019
Minister for Education, Singapore and Board Member, Monetary Authority of Singapore, at SFF x SWITCH 2019 on 11 November 2019
11/08/2019
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
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
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
According to World Bank figures, two in every five Latin American workers have no bank or savings account.
11/06/2019
Avaloq and Warburg Pincus declined to comment.
11/06/2019
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
“The problem is that with the new system in place, we cannot access the old system, cannot access that information.