10/17/2024
InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle
10/17/2024
The implementation extends the trusted strategic relationship between Danske Bank and Broadridge.
10/16/2024
This alliance allows Apex’s clients to deliver custom-designed user interfaces and experiences for brokerage platforms, pre-integrated into the Apex platform.
10/15/2024
74% of wealth managers urge an increase in product specialists from asset managers
10/14/2024
CEO and co-founder Taylor Matthews says the firm’s latest raise will be used to “continue enhancing Farther’s technology”.
10/11/2024
These innovative solutions are reshaping how to engage with clients, streamline operations, and refine investment strategies.
10/11/2024
Citi is the first global bank to enable cross-border payments to Mastercard debit cards
10/09/2024
The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank
10/08/2024
eFront Provider complements BlackRock’s widely used fund administration, investor servicing and data management capabilities for private markets asset servicers.
10/04/2024
The benefits of cooperation between banks and companies focused on technology and innovation in finance (Fintech) are manifold.
10/03/2024
Despite the technological strides, the value of human advisors remains irreplaceable, with the report suggesting a move towards a hybrid advisory model where human expertise complements AI tools.
10/01/2024
Overlooking these implications can lead to distorted evaluations of investment attractiveness and growth potential.
10/01/2024
About nine in ten investors believe AI can be used effectively for researching financial products and services
10/01/2024
New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity
09/27/2024
Individual investor ownership and voting is rising
09/26/2024
Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship
09/26/2024
Despite this, Avaloq found that wealth managers have little confidence in their technology systems
09/25/2024
Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals
09/25/2024
The pan-European investment adviser said on Wednesday that its assets had surpassed £4bn in the six months to the end of June, growing 51 per cent compared to the same period in 2023.
09/25/2024
Propelle has so far secured over £1.2 million in pre-seed funding, with women reportedly comprising 90% of the most recent investors.