08/02/2018
One of the areas where Mr Rush said he was looking to improve the service was in how vulnerable clients were serviced, something he said his experiences helping steelworkers with their pensions had emphasised.
08/02/2018
By combining a user-friendly, customisable and personalised front-end with a robust back-end, firms usually accomplish better customer fulfilment.
08/02/2018
Strategic move will strengthen SS&C’s front-to-back office suite of technology
08/01/2018
o effectively address competitive challenges, Wealth Management firms tend to deploy technologies that stipulate the uniqueness and personalisation of their customer service.
07/31/2018
Aegon bought Cofunds in 2016 for £140m and had been planning the integration of the two platforms ever since.
07/31/2018
Charles River’s comprehensive support for all asset classes further enables Allan Gray’s investment management processes
07/30/2018
Clients that prefer an online experience and are used to accessing information at the touch of an app - or click of a mouse are likely to be frustrated by paper documents and emails containing PDFs. Yet that is exactly how many wealth managers continue to
07/27/2018
Black Diamond® Wealth Platform will be available to LPL's 16,000+ financial advisors
07/27/2018
Systems in the City Awards are positioned as being a leading endorsement for suppliers of services and systems to the regulated financial services sector in the United Kingdom.
07/26/2018
Switzerland-based Credit Suisse AM had $410 billion of assets under management as at March 31, 2018.
07/25/2018
JHC and Silverfinch originally partnered in 2017 ahead of January’s MiFID II deadline, which dictated that wealth managers provide full transparency around any costs and charges levied to their customers.
07/25/2018
Talks confirmed just days after the asset management sector set up a fintech accelerator
07/24/2018
The two private equity backers of FNZ Group are drawing up plans to offload their stakes later this year, Sky News learns.
07/24/2018
Falcon Bank and Liechtenstein's Bank Frick are among a very limited number of the 150-plus private banks in Switzerland and the neighbouring duchy that have begun offering clients a direct way to invest in the volatile asset class.
07/23/2018
The service’s launch is planned for the fourth quarter of 2018.
07/23/2018
The annual Magic Quadrant report from IT research firm Gartner evaluates core banking vendors against a range of factors such as their ability to execute, viability and completeness of vision.
07/22/2018
The firm provides Client Lifecycle Management solutions for the Wealth and Investment Management industry.
07/19/2018
Catalyst has announced the appointment of Clare Vincent-Silk as a Partner within its asset and wealth management practice.
07/19/2018
Through the long standing partnership with Microsoft, Axia, the upgraded investment management platform has gone live using Microsoft Azure PaaS and IaaS resources.
07/19/2018
We are witnessing a fundamental shift in how our customers prefer to engage with us