12/08/2021
The new platform will replace a legacy core banking system and is a key pillar in Brewin Dolphin’s focus on greater operational efficiencies as well as technological agility to support its long-term growth strategy.
12/08/2021
Country's largest public lender State Bank of India (SBI) has chosen Intellect Wealth Qube -- a digital wealth management suite for its digital wealth management transformation agenda.
12/08/2021
Tata Consultancy Services’ Solution Improves Productivity of Financial Advisors and Customer Experience across the Entire Investor Lifecycle
12/08/2021
The fund invests in cutting-edge technology companies that enable industry innovation, such as suppliers of semi-conductors, hardware, software and services.
12/07/2021
This strategic acquisition gives FNZ significant technology expertise
12/07/2021
Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions
12/07/2021
These aim to help increase trust and transparency in the rapidly expanding ESG market.
12/06/2021
UBS has traditionally focused on super-wealthy clients, but the Swiss bank is now making a push into the mass affluent market with a new digital platform to be launched next year.
12/06/2021
Besides collaborating with WisdomTree, Ritholtz also partnered with the crypto exchange and custodian Gemini as well as the crypto asset management firm OnRamp for integration to help launch the new crypto index.
12/06/2021
This digital approach combines human guidance with a digital platform.
12/03/2021
Zoe's meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice.
12/02/2021
The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.
11/30/2021
Launched in Singapore in 2019, the platform currently has over S$1.5 billion in assets under advice.
11/29/2021
Organisations that proactively manage risk are more risk-aware and be¬tter at tailoring risk to get a higher return on their portfolios.
11/25/2021
This yearly conference is one of the must-attend event in the space of the Canadian Wealth Management
11/24/2021
Robo-advisors are increasingly offered to clients, and in some cases are used exclusively by clients for self-service advice.
11/24/2021
"Through this collaboration, we’ll be able to accelerate the delivery of a market leading trading platform for our Singapore customers, opening up a world of opportunity and helping them grow their wealth.”
11/24/2021
The highly configurable way in which Delio’s technology has been engineered means that we are able to deploy it in diverse and exciting ways.
11/18/2021
The digital marketing package includes branded social media profiles, Google My Business profiles and compliance approved social media content.
11/18/2021
A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.