02/23/2024
The bank’s wealth management platform will automate and standardise workflows and enable Security Bank to offer a full spectrum of bespoke investment advisory services and products
02/23/2024
Quai Digital stands out as a leading provider of B2B wealth management white label outsourcing services.
02/16/2024
CAPTRUST to leverage Pontera's platform to elevate its wealth management services
02/16/2024
Speaker, Best-selling Author and Chief Executive Officer of Change Enthusiasm Global, Cassandra Worthy, to deliver keynote remarks
02/15/2024
This was particularly the case in Asia Pacific
02/14/2024
The business has since added a pension product for users to save from just £25 a month and shift existing pensions to the platform.
02/13/2024
Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .
02/12/2024
ERI claims that more than 400 financial organisations across 60 countries have now adopted its flagship offering.
02/09/2024
The company places a great deal of emphasis on the need to embrace new technology
02/08/2024
WealthArc empowers family offices, wealth managers and other wealth owners with a state-of-the-art data management platform aggregating over 200k positions every day across the globe.
02/07/2024
Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands
02/06/2024
Wealth managers view their current technology systems as outdated, Avaloq says
02/02/2024
Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.
02/01/2024
Our solutions support the broadest range of firms, from 10-person boutique investment managers and UHNW multi-family offices to global mass affluent wealth managers and global private banks.
01/31/2024
This reduces the complexities for clients, by allowing them to have ISAs with different providers all in one place.
01/30/2024
The product has been launched in response to rising demand as part of Bitpanda’s commitment to meeting the needs of every investor in the European Union.
01/26/2024
Immerse yourself in the future of wealth management with Futora’s advanced tech ecosystem.
01/26/2024
As we live our lives we continue to accumulate wealth and pass it on to our family and loved ones as our legacy.
01/24/2024
With this latest capital injection, WealthKernel is looking to capitalise on European demand for investment infrastructure
01/22/2024
Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global part