03/25/2022
Why digital transformations in wealth management must be accelerated
One of the reasons for the wealth management industry’s sluggish adoption of digital transformation is the nature of their work.
Wealth & Asset Management
03/25/2022
Digital Disruption or Digital Evolution?
Today, the decision of buying versus building in-house is more compelling than ever
03/25/2022
Swiss Asset Manager Will Help Others Get Licenses
As one of the largest asset managers in eastern Switzerland, it was important for us to present all processes and procedures ourselves.
03/24/2022
Profile sponsors Wealth Management Conference
With the expertise delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross-generational needs and thrive in a digital age.
03/23/2022
InvestCloud works with Oppenheimer on digital wealth platform
The platform uses behavioral science for client journey mapping, as well as improving digital engagement and the advisor-client relationship.
03/22/2022
3 WealthTech companies to keep an eye on in 2022
Digital business models have emerged within the wealth management industry in the last decade.
03/22/2022
Digital Integration in Wealth Management 2022
Operating within an increasingly digital landscape and serving next-generation clients
03/21/2022
Seba Bank AG Lists Digital Asset ETPS at Euronext in Amsterdam and Paris
All digital assets are selected according to a rigorous process which combines quantitative metrics and in-depth qualitative analysis.
03/21/2022
UMB Private Wealth Management Live on the SEI Wealth Platform
Partnership and Connection at the Core of Organizational Transformation and Future Growth
03/21/2022
TrustQuay signs client portal deal with ZEDRA
TrustQuay Portal enables corporate services and trust administrators to deliver their clients a unified view across all of their structures and provides access to this information anywhere, anytime and on any device.
03/21/2022
Andes Wealth Technologies Named Winner of 2022 WealthTech Americas Award
Each of these categories is highly contested with a small group of finalists chosen from a large pool of entrants before an ultimate winner is selected by the advisory board.
03/21/2022
Docupace CEO Honored as Top Technology CEO by WealthTech Americas
Knoch's leadership and hard work continues to be recognized by financial advice and investment industry
03/21/2022
Temenos Wins 2022 FSTech Award for Best Technology Provider
To be recognized for this by FSTech and named the best technology provider amongst the competitive shortlist is a proud achievement and shows the unique strengths of our cloud banking platform.
03/18/2022
The wealth advice revolution is here, how will you adapt?
This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.
03/17/2022
Irish startup akt.io closes ICO of €27 million to democratise access to wealth management
Gael Itier, CEO and co-founder of akt.io explained: “What we are going to propose is an alternative to the aging banking system, specifically personal finance and savings, which is the last sector to resist technological innovation, as traditional f
03/17/2022
Crealogix listed as a strong performer in The Forrester Wave™: Digital Wealth Management Platforms
The report also noted that reference customers highlighted our platform’s reliability, validated the strong front-end experience, and noted our responsiveness and good implementation support.
03/17/2022
The Wall Street Trend Making Swiss Waves
The takeover specialist helped sell startups Bexio and Flatfox to Mobiliar insurance while at GCA Altium
03/16/2022
Glue42 and Iress Enable Traders and Wealth Managers to Create a Hyper-Personalized User Experience
Glue42 Iress Connector automates and optimizes trading workflows to increase efficiency for business and technology users
03/16/2022
Refinitiv partners Vestorly on AI-driven marketing tools for wealth management providers
Refinitiv has a rich history of servicing the Wealth Management industry from front to back office.
03/16/2022
Investec launches programmable banking – here’s what that means for customers
A programmable card account enables a business or private banking client to create code that runs before or after each transaction,” said Maharaj.