09/13/2017
WDX, Ranks No. 18 in the 2017 Tech TRack 100 by Sunday Times and Sets for further Significant Growth
WDX has always been and remains profitable and cash positive and is 89% owned by the company’s original founders.
Wealth & Asset Management
09/13/2017
Swiss super-rich want slice of cryptocurrency boom
The main cryptocurrency players in Switzerland are companies that specialise in the new digital asset - but also increasingly, the ultra-wealthy or institutional investors, including some mainstream banks.
09/12/2017
SS&C Announces Revolutionary Order Creation Solution
SS&C delivers a new solution that transforms rebalancing and portfolio construction for Investment Managers
09/11/2017
BBCI chooses the OLYMPIC Banking System
After a rigorous evaluation process, the OLYMPIC Banking System was selected based on its broad functional coverage and technological strengths.
09/06/2017
Wealth-X Launches Application on the Salesforce AppExchange
Wealth-X customers can now benefit from access to a global database of curated research
09/06/2017
Technology provider of the year: Privé Managers
Structured Products Asia Awards 2017: Risk profiling has grown in importance as the industry moves towards payment for portfolio advisory, making Privé Managers enormously innovative application of technology both timely and smart
09/05/2017
Barclays and Credit Suisse heavy-hitters team up to tackle traders’ bad behaviour
Steve Aldridge, the former head of macro eSales at Credit Suisse, is the latest senior markets professional to join SafeScribe
08/31/2017
Developing technology with advisors at heart
They balance the multiple roles, driven by common beliefs that advisors need better technology to stay competitive and that they can help them better than anyone else.
08/30/2017
Julius Baer expert: artificial intelligence is undervalued
Vallesi said that there are three drivers that will bring AI forward over the coming years: data abundance, increasing computing power and improved algorithms.
08/30/2017
Hybrid digital wealth manager reaches $5 Billion in AUM
Digital Wealth Manager Adds $2 Billion in AUM in Under One Year
08/29/2017
Top China-based Asset Management Firm Extends Partnership with SS&C
Financial services organizations in China have been leveraging SS&C HiPortfolio for more than a decade.
08/29/2017
Wealth manager lets clients see all assets in one place
The portal safeguards data by using bank-level security and 128-bit encryption.
08/28/2017
Ex-Merrill Lynch WM Chief Raises $32.5M for Robo
Ellevest is entering a crowded space that includes venture capital-backed robo-pioneers Wealthfront and Betterment
08/28/2017
ERI and SWISSCOM unveil ITO & BPO offering
Financial institutions will be able to pick and choose the services they require and by doing so, fine tune their business model to their specific needs.
08/28/2017
How Canadian online investment manager is preparing to break the UK
The Canadian investing platform is coming to the UK next month, can it blow the competition out of the water?
08/28/2017
AnalytixInsight Announces Content Agreement With Africa Investor
The partnership will kick-off with the participation of AnalytixInsight in the Ai CEO Institutional Investment Summit meeting on September 18-19 in New York.
08/28/2017
RBC pilots AI-based financial insight tools
Innovations such NOMI, with its related NOMI Insights and NOMI Find & Save, are provided to clients through our RBC Mobile app
08/24/2017
SEI sees assets grow 20%
“With regulatory pressure mounting and a client desire for a multi-channel experience, we believe it is becoming a question of when – not if – to outsource non-core functions.
08/24/2017
Wealthsimple launches portfolio for Muslims adhering to Islamic banking laws
Katchen said there are only a handful of Islamic-compliant portfolio options available in Canada
08/24/2017
Bank CIC unveils robo-advisory platform
The new digital offering is an important initiative for the bank and comes in response to growing demand from younger clients.