04/02/2024
The platform is currently powered by a planning and modelling engine which leverages data and technology to deliver digital tools which are said to enable consumers in the US to “confidently create and manage their own financial plan”.
03/26/2024
Customers then pay back the Boost loan separately, in small monthly instalments, allowing their investment to continue to grow.
03/22/2024
Sources say Wealthtime, which uses GBST, could sign with tech giant FNZ.
03/21/2024
Luna Investment Management, like numerous other wealth management firms in the UK, faces an evolving regulatory landscape
03/18/2024
With the initial product, Othis targets individuals and families with portfolios of diverse assets.
03/14/2024
Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground
03/13/2024
The cloud-based solution now also boasts enhanced modelling
03/12/2024
Metrobank is implementing Temenos Wealth to improve operational efficiency, elevate the customer experience and support business growth from digital channels
03/11/2024
The spotlight on generative AI further exemplifies the industry’s technological pivot.
03/08/2024
Broadridge’s Sentry solution brings greater accuracy and transparency to the private credit process and provides front-to-back-office functionality to increase overall efficiency.
03/08/2024
Temporary exemptions from certain conditions for maintaining the listing in accordance with article 7 Listing Rules
03/06/2024
Modern WealthTech software has become a linchpin in enhancing customer retention and fine-tuning investment strategies.
03/05/2024
At its core, a blockchain is a secure, distributed database.
03/05/2024
CREALOGIX was founded in 1996
03/05/2024
The digital consumerism era compels them to evolve, integrating technology with traditional touchpoints to meet the modern investor’s n
02/27/2024
This case study produced by leading FinTech research firm IBS Intelligence explores the strategic partnership between additiv and ATRAM
02/27/2024
Meanwhile global equity investors search for further support for the rally from the rest of the world.
02/26/2024
Saudi Arabia is at the forefront of financial technology innovation with the rise of robo-advisors. Discover how this digital renaissance is reshaping wealth management in the Kingdom and beyond.
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.