07/17/2019
The Impact of Technology on the Delivery of Wealth Management in Asia
We see the fundamental driver for technology as expanding customer expectations
Wealth & Asset Management
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
Vietnam's VinaCapital buys Singapore robo-advisory platform
Fund to help Smartly crack more Southeast Asian investment markets
07/16/2019
2017 to 2019: How 50 Cities Scored on Supporting Women Entrepreneurs Then to Now
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
Robo-advisor performance: June 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
Bank e-FX initiative/Best e-derivatives platform of the year: Citi
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
WealthTech Suite crowned “Best Wealth Management System”
The company has also been confirmed as an accredited system provider with the 2019 GoodAccredited Standard.
07/12/2019
Dion Global scooped a hat-trick of accolades at the Systems in the City Awards
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
Parexa joins the Avaloq Community as a Special Service Partner
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
Kestra Financial Adds Merkel Financial to Platform
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
42 year-old banker's advice for surviving 3am video calls; Deutsche bankers' expensive habit
Matthew Grounds, regional CEO of UBS in Australia is one of these highly-driven MDs
07/11/2019
The truth about technology jobs in banks (and how to find the exciting ones)
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
ERI winner in the Best Wealth Management Platform category for 2019
The Bobsguide awards were granted based on the strength of technical updates and their impact on the client experience
07/10/2019
HSBC Private Banking launches AI-powered global client wealth management portal
Finantix worked closely with HSBC Private Banking to provide Finantix Components business logic, insights, user journey standards
07/10/2019
Broadridge CEO Tom Gokey gets Google's top cloud executive in his corner as he sets sights on wealth management cloud thunderclapper
He led Oracle's product vision, design, development, operations and go-to-market strategy for its cloud platform, middleware and analytics portfolio, and oversaw a global team of more than 4,500 engineers.
07/09/2019
A simpler, clearer Iress
19 years on, Iress has changed a lot.
07/09/2019
Wealth platform surpasses £2bn assets under management
Operating as a single, integrated platform for the full investment lifecycle, it provides GPP’s clients with a solution which can be modified for a bespoke service.