11/28/2023
Enhancing wealth management: The critical role of data purity in portfolio systems
This system is crucial in a sector where timing and precision are key, allowing for quick, accurate aggregation and analysis of substantial data volumes.
11/28/2023
This system is crucial in a sector where timing and precision are key, allowing for quick, accurate aggregation and analysis of substantial data volumes.
11/27/2023
This approach has not only set IntellectAI apart but also charted a path for others in the WealthTech sector.
11/27/2023
Digital private bank Alpian has launched its new platform in collaboration with fashion brand Titolo.
11/27/2023
Wealth management is undergoing a rapid transformation.
11/27/2023
Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies
11/24/2023
Despite a growing number of new products, a survey shows investment firms aren’t meeting the demands of wealth managers.
11/23/2023
Alternative asset managers are increasingly looking to the wealth management market due to its substantial size and current under-allocation to alternatives.
11/22/2023
By deconstructing portfolio performance into its smaller components, investment managers can showcase their expertise to demonstrate their value proposition to both new and existing investors.
11/21/2023
Despite the apparent lack of loyalty, a majority of investors in the Middle East still show a preference for local over international firms.
11/20/2023
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.
11/20/2023
The strongest growth is expected to take place in the direct to consumer wealthtech market where there is a mix of pure digital and hybrid advisory models.
11/16/2023
Innovative businesses are working to improve market-wide financial services compliance in Canada.
11/15/2023
Six years on from its launch and 18 months since its last crowdfund, Chip says it's now profitable...at least on a quarterly basis.
11/10/2023
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations
11/09/2023
Performativ has rapidly emerged as the premier choice for the European wealth management sector, offering a game-changing core operating system that empowers financial firms to navigate the future on a scalable infrastructure.
11/09/2023
The platform currently handles over €20 billion in assets spanning five countries
11/08/2023
AI-enabled analytics enable asset managers to make evidence-based, strategic decisions
11/08/2023
Valley's partnership with FusionIQ and the Digital Advice platform is designed to further enhance the company's digital wealth experience.
11/08/2023
CG Wealth Management's chief technology officer reveals insights on automation, digital engagement, generative AI and more
11/08/2023
The partnership comes amidst the growth of Hong Kong's digital asset market and the introduction of new virtual asset licensing guidelines by the Securities and Futures Commission (SFC).