07/19/2019
This includes the reporting of the flow of funds between various parties and accounts, online deposits and having an accounting system with well-defined and standardized fund deposit clearing.
07/18/2019
Framework will promote fairness, accountability and transparency in the use of alogorithm-based tools
07/18/2019
The company doesn't want to be known as a robo adviser: Dufour is a digital wealth manager, the trio insists, whose digital investment capabilities include thorough and personal advice process.
07/17/2019
Digital wealth managerlaunches in Singapore with $5.2m in seed funding
The CMS licence is required for companies that wish to conduct regulated activities under the Securities and Futures Act, such as dealing in capital markets products.
07/17/2019
We see the fundamental driver for technology as expanding customer expectations
07/16/2019
The potential of digital assets in wealth management
Digital assets are slowly but surely carving out a place for themselves in the modern portfolio. But just how indispensable are they?
07/16/2019
MiFID II support tool for wealth managers unveiled
The portal extracts data from a manager’s system daily and also brings all a client’s financial information together in one place.
07/16/2019
Fund to help Smartly crack more Southeast Asian investment markets
07/16/2019
Building on annual research since 2010, Dell Technologies ranks cities based on the impact of local policies, programs and characteristics in addition to national laws and customs to help improve support for women entrepreneurs and the overall economy.
07/15/2019
Views differ, but private banks, asset managers, regulators and investors are all taking robo-advisors seriously.
07/15/2019
Wealth management platform launches new offering
Rosecut’s digital solution offers client access and monitoring anytime, anywhere.
07/15/2019
Wealth management fintech firm inks partnership
This partnership builds on previous jointly-engaged initiatives between the two firms across EMEA, most recently in the UAE.
07/12/2019
Citi voted Bank e-FX initiative and Best e-derivatives platform of the year at the 2019 FX Week e-FX Awards
07/12/2019
The company has also been confirmed as an accredited system provider with the 2019 GoodAccredited Standard.
07/12/2019
This purpose-built solution, another best of breed module from Dion, empowers firms to keep control of their corporate actions data, by automating the resource-intensive and error-prone handling of incoming corporate events and election thus reducing risk
07/12/2019
With its recent acquisition of AST, a specialized testing suite, Parexa will ensure that Avaloq client environments are tested in a highly automated and cost-efficient manner.
07/11/2019
At Kestra Financial, we understand the depth of resources required to support and grow a wealth management team of Merkel Financial’s magnitude
07/11/2019
Matthew Grounds, regional CEO of UBS in Australia is one of these highly-driven MDs
07/11/2019
UBS did some extra research, which breaks out exactly what banks are up to with their technology spending at an industry level
07/11/2019
The Bobsguide awards were granted based on the strength of technical updates and their impact on the client experience