06/02/2023
The report highlights “both evolving regulatory requirements and how growing investor demand for personalization is making it crucial for wealth and asset managers to pursue digital and operating model transformations.
06/02/2023
Cushon co-founder and CEO, Ben Pollard, added: “This is the next exciting chapter for a great British fintech as we join forces with a great British bank.
06/01/2023
Through the partnership with ERI, the bank will utilise Olympic Banking System’s CRM and portfolio management system, cash and securities processing, custody management, corporate actions, tax reporting and tax statement production.
05/30/2023
American Bank & Trust has offered clients a complete range of services such as personal banking, commercial banking, private banking, cash management, consumer loans, residential mortgage loans, trust, and wealth management.
05/30/2023
These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.
05/30/2023
Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base
05/29/2023
In the long run, spending a share of your income on BTC is unlikely to make you poor.
05/26/2023
AFO™ Dramatically Reduces the Cost and Complexity of Accessing Tailored Family Office Services Powered by the AtlasFive® Technology Platform
05/25/2023
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members
05/25/2023
The favourable conditions that were contributing to a strong market went hand in hand with a digital transformation impulse
05/24/2023
Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.
05/24/2023
SEI Wealth Platform to Help Power Growth for IFA Consolidator
05/18/2023
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities
05/17/2023
The partnership with Wealth Dynamix is the latest example of Third’s efforts to help wealth managers and financial advisors simplify and scale their businesses.
05/16/2023
Garantum Wealth Management AS is an affiliated agent for Garantum Fondkommission AB and offers order mediation and provides investment advice.
05/16/2023
The contract renewal sees Novia Global expanding the multi-currency enabled products administered on Composer to support ISAs alongside SIPPs for non-UK residents and foreign nationals residing in the UK. T
05/12/2023
Customer awards recognize the global leaders, innovators and visionaries in banking
05/12/2023
The AI-powered TIFIN Wealth platform encompasses personalized assessments
05/11/2023
Accuro relies on Objectway to enhance their tailor-made and transparent approach to clients’ needs and portfolios, supported by a sustainable and personalised digital service and investment experience built on Objectway Platform.
05/10/2023
The acquisition accelerates Fairstone’s growth goals for 2023 and lays the groundwork for future deals in the region.