03/20/2018
NorthCoast Asset Management Selects SS&C to Deliver Investment Operation Transformation
Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations
Wealth & Asset Management
03/20/2018
Digital disruption or a digital renaissance for wealth managers?
It would seem that most organisations are stuck somewhere in the middle of digital explorer (26%) and digital player (29%) - some 55%, according to the opening speaker, Thomas Zink, Research Director of IDC.
03/19/2018
Finantix Acquires Asian FinTech Start-up smartfolios
Adding quant-enabled wealth management capabilities to its digital platform
03/16/2018
MCI and Objectway announce exclusive collaboration
Objectway is a TOP-100 global FinTech provider and a leader in the wealth and investment management software industry in Europe.
03/14/2018
A Peek Into Goldman's Black Box Charity Reveals Tech Billionaires
The 2016 donations by Ballmer, Powell Jobs and Koum -- who are worth a combined $68 billion, according to the Bloomberg Billionaires Index
03/13/2018
UBS Asset Management launches advisory solution
Work is currently underway to launch the new solution to advisers of Italian lender Banca Generali.
03/12/2018
Paytm Set To Launch Wealth Management Products By April
"Paytm Money is currently completing integrations with the respective compliance and regulatory authorities for KYC (know your customer) under the SEBI regulations."
03/09/2018
Indosuez and Capgemini collaborate on wealth platform
“This exciting new business will be focused on supporting the ongoing digital and operational transformation of leading wealth management firms worldwide, taking into account the regulatory complexities and high-quality transactional execution requi
03/08/2018
Digital banking platform for wealth managers and private banks developed
CA-PBS was created in 1992 at the heart of Indosuez and has since been a pioneer in outsourced banking services.
03/08/2018
Objectway Conference 2018: Breaking the wealth management digital deadlock
A show of hands early in the proceedings revealed that a good proportion of those in the room were from UK-based companies.
03/07/2018
Dion Global launches Wealth Intelligence platform
Dion Global’s Wealth Intelligence (erstwhile Invantage solution) has been supporting the growth of several wealth management firms in the UK for over thirty years.
03/06/2018
UBS Launches U.S. Robo
UBS signed up Californian fintech firm Sig Fig for the development of the product. It concluded the agreement with the company in May 2016.
03/06/2018
Profile Software’s innovative solutions for banking and wealth industry
The company today has a presence in Europe, the Middle East, America, Asia and Africa, throughout those regions delivering innovative solutions to both start-ups and established banking and finance institutions, through direct communication or a reliable
03/05/2018
Dutch asset manager chooses SS&C
Dutch asset manager launches new client communication and reporting portal using SS&C's Vision FI
03/02/2018
UBS Launches Robo-Advisor to Challenge Merrill Edge
The service costs 75 basis points, which FinaincalPlanning.com noted was higher than some of the other robo-advisory services on the market.
02/23/2018
Shade Tree Advisors Selects Private Wealth Systems
"After assessing many different investment reporting solutions available in the marketplace, we determined that Private Wealth Systems was the best fit for our firm"
02/22/2018
KASIKORNBANK selects Avaloq to support future growth of KBank Private Banking
The project will be Avaloq’s first in Thailand, strengthening its position in the APAC region.
02/22/2018
Bank of the West Wealth Management launches new investment app
This unique, U.S.-specific version of the global Voice of Wealth app from BNP Paribas, Bank of the West's parent company, delivers exclusive domestic and global insights anywhere, anytime.
02/21/2018
Fidessa agrees takeover bid from Swiss banking software company
Analysts at Berenberg said the deal was consistent with Temenos’s strategy of expanding outside of core banking.
02/21/2018
Robo-adviser Wealthsimple raises $51 million to expand service
It currently manages $1.45 billion for more than 65,000 clients in the three markets it operates in.