03/27/2019
Single-Sign-On and client data synchronization features will certainly make financial planning and investment portfolio design and analysis more efficient for advisors on the VieFUND platform.
03/26/2019
The market has been volatile and many of the products are unregulated: digital assets are undoubtedly higher risk than traditional mainstream investments.
03/26/2019
The wealth managers found joy in the reassurance that the more digitally advanced younger generations will still require human expertise.
03/26/2019
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/26/2019
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
This choice is consistent with the bank's repositioning strategy f
03/26/2019
Sanlam will utilise AQMetrics software technology to automate Annex IV reporting
03/26/2019
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/25/2019
“This significant Singapore milestone marks the start of PIVOT’s ambition to deliver innovative wealth management solutions in Southeast Asia.”
03/22/2019
The bank has added a new back office which is more than double the size of its existing facility at the Special Economic Zone in Pune.
03/22/2019
Bauke noted that making moves towards digitisation is important
03/22/2019
Envestnet will continue to build on MoneyGuide’s offerings, including MoneyGuideOne, MoneyGuidePro and MoneyGuideElite.
03/22/2019
Iress will provide multi-asset, multi-market risk and order management capabilities for all developed markets across the US and Europe.
03/19/2019
The ranking depicts a heterogeneous entrepreneurial situation, but with some common drivers.
03/18/2019
Everyone wants a piece of the millennial market.
03/15/2019
The transaction is expected to close mid-year 2019 and is subject to customary closing conditions
03/13/2019
The session will explore the use of electronic wills to make estate planning more convenient and will consider some key questions on their use and validity.
03/12/2019
Before becoming a household name, fintech was very visible and “in your face.”
03/11/2019
Objectway is mentioned as a representative vendor for client-facing mobile apps.
03/08/2019
Commenting on the situation, YBR executive chairman, Mark Bouris said the first half of the financial year had been challenging for the sector and the company had taken decisive action.