06/06/2018
The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions
06/05/2018
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies which “have demonstrated innovation and excellence” during 2017.
05/28/2018
The platform also comes with an automated reporting function, which the company says will help its institutional clients cut down on the manual work required to produce reports, thus saving time and boosting productivity.
05/24/2018
VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.
05/22/2018
The agreement with CaixaBank Asset Management follows an agreement signed with its sister company, VidaCaixa, in late 2016.