07/24/2017
Clearstream targets streamlined fund operations for Swiss bank
Clearstream will collaborate with Edmond de Rothschild as the Swiss bank aims to simplify its third-party fund processes.
Wealth & Asset Management
07/21/2017
Utmost Wealth Solutions announced as latest provider partner for Panacea Adviser
Utmost is a leading provider of wealth management services, based on the Isle of Man and in Dublin.
07/20/2017
Temenos second-quarter sales up 14 percent
Banks are turning to external software providers for help in running core banking operations to cut costs.
07/20/2017
The Robos Are Getting Socially Responsible
Socially responsible investing is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact
07/20/2017
Temenos second-quarter sales up 14 percent
"This is translating into significant growth in our market as banks embark on front-to-back progressive renovation of their legacy systems."
07/20/2017
WDX - A Finalist for the 2017 WealthManagement.com Awards in New York
Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success.
07/20/2017
FXAwards - Silver Win for SHL Digital Client Portal
Clear customer insight was also a focus
07/19/2017
Tool launched to help advisers meet EU rules
The new platform underpins SIX’s existing MiFID II data offering and PRIIP document generation and distribution services.
07/18/2017
SS&C Enhances DDJ Capital Management's Operations with PORTIA's SaaS Platform
We're seeing strong interest from companies like DDJ in SaaS and outsourcing service options
07/17/2017
Robo advisers set to rock investment world
They are able to do so by using a computer which can perform a much more sophisticated job than its human equivalent - at the touch of a button.
07/17/2017
Dion Global wins two accolades
The awards are managed by Goodacre UK, the leading specialist consultancy for the financial services industry, and recognise the leading software suppliers through an independent annual accreditation process.
07/17/2017
Lufax to launch first overseas online wealth management platform in Singapore
Pure online wealth management platform that will serve retail investors all over the world.
07/17/2017
Rino Borini: Banks Not Delivering to Clients
But the biggest problem is that banks aren’t offering their clients what they demand.
07/17/2017
IRESS named ‘Best Trading Platform’
The award recognised the highly configurable nature of the technology and its ability to deliver real-time services to users.
07/17/2017
Brexit won’t help Britain survive the rise of the robots
Its production index for industrial robots stood at 25 in 2009, achieved 175 last year and rocketed to 225 in June this year.
07/14/2017
Allfunds unveils API platform for wealth management
This Platform will integrate Allfunds’ technology and services into their digital solutions in an easy and cost-effective way.
07/14/2017
HUB24 excels in adviser satisfaction
The Investment Trends Planner Technology Report is based on a quantitative online survey of 533 financial planners conducted by Investment Trends between 10 April and 15 May 2017.
07/14/2017
Digital Wealth Management platform crowned “Best Digital Advisor-Client Solution”
The company has also been confirmed as an accredited system provider with the 2017 GoodAccredited Standard for the second consecutive year.
07/14/2017
Designing for humans in wealth management
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.
07/13/2017
Nedbank Wealth and icandi CQ create cybercrime awareness campaign
Nedbank Wealth and icandi CQ hope to prove that South Africa does have the people to fight cybercrime; it’s just not the traditional professionals that are usually thought of.