10/08/2018
CONNECT by Crossbridge has also optimised its existing user interface based on extensive user testing and analysis to provide an enhanced wealth management experience.
10/08/2018
The robo-adviser has also launched fixed portfolios, to complement its previously offered fully managed service to approach new type customers, last year.
10/04/2018
This equity investment confirms the strategic ambition of the two groups to set a global benchmark in technology outsourcing services and banking transactions for the wealth management sector and mid-sized universal banks.
10/02/2018
A former Jefferies Group LLC banker was fined in the U.K. last year for sharing confidential information on WhatsApp.
10/02/2018
UK-based wealth manager selects Cybereason
"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."
10/01/2018
It is reported that RBS executives aim to migrate one million customers from its NatWest subsidiary to the new mobile-only banking platform, although no customers will be forced to switch.
09/30/2018
This is a boon for every wealth management organization as of today
09/26/2018
Change Reflects Enhanced Technology Solution, Financial Advisory Firms Transition to the SEI Wealth Platform
09/26/2018
Now in its 4th year, the IDC FinTech Rankings Real Results Awards recognizes IT providers that have enabled a genuine, measurable, and future-enabling change at a client financial institution in the worldwide financial services industry.
09/26/2018
The IDC Fintech Rankings, now in its 15th year, is the global industry standard register of financial services tech providers.
09/26/2018
The annual IDC FinTech Rankings has become an important measure of the direction of technology in the industry and the emergence of innovative solutions from new players.
09/26/2018
With more than 2,000 staff spread across Europe, Asia and Australia, Avaloq serves a mixture of banking and wealth clients in the UK, including such big names as Barclays, Smith & Williamson and Coutts.
09/25/2018
Implementing a robust, enterprise level Client Lifecycle Management solution is the game changer.
09/25/2018
Folio's DWSP delivers advisors and wealth managers with an unparalleled digital investment advice experience.
09/25/2018
The company had rolled out its flagship product in February last year and had not raised any external funding.
09/21/2018
Tiller Investments, the online wealth manager, has struck an agreement with West Hill Capital.
09/21/2018
Wealth Intelligence platform launched
We are excited to officially announce the complete launch of our Wealth Intelligence (WIN) platform, a truly unique, cost-effective, fully-featured wealth management solution for wealth managers and financial institutions
09/21/2018
This expansion will allow clients from other market segments to benefit from their award-winning capabilities for the first time.
09/19/2018
We continue to expand our integration partnerships and we will be adding further integrations in the coming weeks and months
09/18/2018
Digital platform to serve worldwide private bank