11/07/2022
This is reflected in Delio’s latest research in which 88% of wealth managers declared that their clients are now actively seeking access to illiquid investment opportunities.
11/07/2022
Deal aiming to strengthen firm’s European presence
11/04/2022
Through this new module, the Moneythor solution’s capabilities have been enhanced to address the growing expectations of emerging and mass affluent as well as wealth management customers for personalised and engaging digital experiences throughout t
11/04/2022
The Moneythor platform and its application programming interface (API) use these sourced data to provide the clients with customised inputs and suggestions in real-time.
11/03/2022
The result gives asset and wealth managers the agility to manage and compete more efficiently in today's complex market.
11/01/2022
Based in Antigua and Barbuda, NIBank serves customers in the Caribbean, Latin America and Europe.
10/31/2022
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.
10/31/2022
With private markets now high on the agenda for the vast majority of wealth management firms, we took a look at some of the major developments that have occurred since we last conducted this research in the autumn of 2019.
10/31/2022
To enhance client experience with an Integrated Wealth Management platform
10/27/2022
As 49% claim they mainly rely on own intuition to assess their customers’ psychology
10/27/2022
The funding round, which was led by Ocotopus Ventures with participation from Seedcamp and Semantic
10/27/2022
The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.
10/27/2022
BCA is one of the key players in Indonesia’s banking sector, operating more than 1,000 branch offices throughout the country.
10/26/2022
The platform provides both local and global investment solutions through a robust selection process, dedicated investor education as well as 24-hour tracking based on market developments.
10/26/2022
SS&C offers a strong combination of advanced and scalable technology and operational expertise.
10/24/2022
Moneybox helps people build wealth with confidence
10/21/2022
This expansion of the Wealth Data Platform is possible through Envestnet’s partnership with Snowflake, the Data Cloud company, and the Powered by Snowflake program.
10/21/2022
SS&C sees the purchase as a “strategic acquisition” that will boost the firm’s existing solutions for asset managers and discretionary wealth managers.
10/21/2022
Next-generation technologies unlock capabilities for improved prospecting, client personalization, and more
10/17/2022
Combined group has $4bn in AuM