01/24/2017
UBS AG renews its contract with HCL
HCL will continue to deliver major Finance Operations services to UBS AG for the next three and a half years
Wealth & Asset Management
01/23/2017
Robo-advisers take aim at high net worth clients
Trying to lure older, higher net worth investors is a smart strategy for robo-advisers today
01/20/2017
Profile Software in the Middle East Wealth Management Forum in Dubai, supporting its operations in MENA
Profile supports thought provoking industry leading events for the Wealth Management domain to further enhance its regional operations.
01/19/2017
Private Wealth Systems Shortlisted for 'Best Reporting Solution' and Two Other Industry Awards By Private Asset Management (PAM)
"Being nominated as an industry innovator, as well as a leading provider of both family office reporting technology and services, is further validation of our company's expanding global leadership"
01/19/2017
Validata Group & OneAston team up to deliver best-in-class Quality for Temenos WealthSuite clients globally
Validata Group and OneAston are pleased to announce that they have formed a strategic partnership to collaborate on delivering expert services around the Temenos WealthSuite solution
01/19/2017
Canada's Royal Bank boosts focus on AI with new research lab
A type of machine learning that uses reward and punishment.
01/19/2017
Capriza Announces Partnership with Schroders
There is no ‘rip and replace’ option for complex core systems
01/18/2017
Wall Street is witnessing a 'third wave of computerization'
Automated investment services utilize algorithms to manage and allocate people's assets
01/18/2017
Morgan Stanley Looks to Tech Industry to Improve Wealth Management
Morgan Stanley will be building a lot of digital technology to support the financial advisors and the branch operations
01/16/2017
Sink or Swim: Why wealth management can’t afford to miss the digital wave
PwC has surveyed over 1000 high net worth individuals and interviews with 100 client-facing relationship managers who work in wealth management firms to explore the digital opportunities that the industry is powerfully positioned to exploit.
01/10/2017
US FinTech firm buys UK wealth management software firm
The firm claims to have some 660 customers in the market for new accounting software.
01/09/2017
SEI Announces Comprehensive Online Solution For Private Fund Investor Transaction Processing
Alternative investment managers, wealth management firms, and distribution platforms, many of which have lagged behind other financial services firms in bringing processes online, have the most to gain from this new technology, although other firms that g
01/09/2017
China Rapid Finance Partners with Tencent Licaitong on New Investment Products
By facilitating small consumption loans for EMMAs, CRF helps its users to build credit histories.
01/09/2017
High-net-worth investors embracing robo-advice
Robo-advice platforms’ capacities are expected to continue growing in the coming year
01/06/2017
Beyond Robo-Advisers: How AI Could Rewire Wealth Management
The next generation of AI in wealth management uses rules or models crafted by data scientists with Ph.D.s and master's degrees.
01/06/2017
Why good investment advice is only for the rich in the age of financial technology
Technologists are embracing and promoting financial technology as the next frontier of personal investing with a passion that makes Robespierre seem prudent.
01/06/2017
Jan Schoch's Super-Rich Bank Hits Turbulence
Jan Schoch Launches Digital Bank for Ultra-Rich
01/06/2017
The Hybrid-Robo Conundrum
How do firms incorporate a digital advice platform without jeopardizing their current business model
01/05/2017
The Return on Investment - Client Portals
Technology use is adding 25 extra adviser hours for every 40-hour work week, or three full extra days per week..
01/05/2017
Apple confirms $1-bn investment in SoftBank Vision Fund
SoftBank Vision Fund, is also expected to witness participation from Foxconn Technology Group Ltd