03/28/2019
Addepar Expands Senior Services Leadership
Clients benefit from best-in-class technology and tailored service to grow their businesses without limitations
Wealth & Asset Management
03/27/2019
Objectway unveils Financial Chatbot at AI conference
A new service model for informative and proactive investment operations
03/27/2019
Technology Leaders Outline the Future of the Business
Visionaries provide insights on emerging trends, how to run a better business in a world of change and cool new technologies.
03/27/2019
Equisoft and VieFUND launch a one-stop back-office & wealth planning solution
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
Wealth managers can adapt to digital assets and thrive
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
Minority of Millennial Investors in U.K. Favor Robo-Advisors
The wealth managers found joy in the reassurance that the more digitally advanced younger generations will still require human expertise.
03/26/2019
Avaloq announces strong 2018 results, driven by international expansion, new solutions and client growth
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/26/2019
How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest
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
Milleis Banque chooses OLYMPIC Banking System as its SaaS platform
This choice is consistent with the bank's repositioning strategy f
03/26/2019
Sanlam Asset Management selects AQMetrics to provide AIFMD Annex IV regulatory reporting
Sanlam will utilise AQMetrics software technology to automate Annex IV reporting
03/26/2019
Avaloq announces strong 2018 results
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/25/2019
MAS grants licence to China-backed wealth management fintech
“This significant Singapore milestone marks the start of PIVOT’s ambition to deliver innovative wealth management solutions in Southeast Asia.”
03/22/2019
Credit Suisse wants to make India its tech innovation hub
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
Zurich boutique and Zug fintech firm team up for platform
Bauke noted that making moves towards digitisation is important
03/22/2019
Envestnet | Yodlee to acquire PIEtech for $500m
Envestnet will continue to build on MoneyGuide’s offerings, including MoneyGuideOne, MoneyGuidePro and MoneyGuideElite.
03/22/2019
Sova Capital picks Iress for wealth management middle-office
Iress will provide multi-asset, multi-market risk and order management capabilities for all developed markets across the US and Europe.
03/19/2019
Objectway among the top 500 champions that haul the italian economy
The ranking depicts a heterogeneous entrepreneurial situation, but with some common drivers.
03/18/2019
Gorman Spends Big To Reach Next-Gen Wealth
Everyone wants a piece of the millennial market.
03/15/2019
Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications
The transaction is expected to close mid-year 2019 and is subject to customary closing conditions
03/13/2019
Digital wills and offshore estate planning – Ogier partner explores the tech angle
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.