02/11/2019
Profile Software is committed to delivering value-added products and services to the Financial Services firms that boost productivity and meet demanding needs to help them expand their services.
02/11/2019
Integro CX is designed for integration with existing Imago Illustrations and Administration modules and offers a suite of ready-to-use plug-ins to enable creation of highly functioning, feature and data-rich customer and administrator user experiences.
02/11/2019
An innovative solution built with an omni-channel strategy at its core
02/08/2019
Winners will be announced at a gala awards dinner, which will be held in London on 11 April at The Guildhall.
02/07/2019
Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.
02/07/2019
Training in the use of SEI's systems progressed throughout France and the Caribbean for more than 450 advisers, SEI noted.
02/07/2019
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
02/07/2019
Many rich families instead prefer the alternative of using a multifamily office.
02/07/2019
Through SaaS, we expect to receive high levels of support and availability via a single point of accountability, while always benefitting from the latest software in the market.
02/06/2019
“Even in our worst month we still made 8 percent profit on our investments,” said Frank Wagner, co-founder of Invao.
02/06/2019
United Income, an independent wealth management software company, has released an expanded version of its wealth management software.
02/06/2019
First bank-facilitated deals platform of its kind in the region
02/06/2019
Personal Capital, a digital wealth management platform that competes with Betterment and Wealthfront, just announced a $50 million fundraising round, led by Canadian financial services firm IGM Financial.
02/06/2019
Apart from the new office, Spearhead also has a branch in Florida.
02/05/2019
The money deposited into a junior Isa, and any earnings made on the investments, will belong to the named child and cannot be accessed by a parent or guardian.
02/05/2019
Cutter also attributes the impressive research rankings to Nedbank Private Wealth's commitment to being highly attentive to its clients' needs and preferences, and its proven ability to identify industry and consumer trends and incorporate them
02/05/2019
The Zurich-based wealth manager has invested more than $1 billion in improving its technology since 2014.
02/05/2019
It’s making it easier for companies to interact directly with consumers and deliver their service more effectively.
02/01/2019
Negative takes on the technology abound, but digital advice could be revolutionary for people long ignored by financial institutions
02/01/2019
The platform is available to all 11,000 employees at 900 separate Raiffeisen sites throughout Switzerland.