06/10/2021
everyoneINVESTED included in WealthTech100 list
Digital anchoring of savings into investments now also in Germany and Italy thanks to targeted partnerships.
06/10/2021
Digital anchoring of savings into investments now also in Germany and Italy thanks to targeted partnerships.
06/10/2021
Jack of All Trades vs Best Of Breed – it’s a choice
06/10/2021
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”
06/10/2021
The real-time sense of a credit card payment was an illusion, experienced solely on the client’s side.
06/09/2021
Scalable Capital, a fast growing neo-broker and one of Europe's largest digital wealth managers, has raised more than USD180 million (EUR150 million) in a Series E funding round led by by China’s leading technology company Tencent.
06/09/2021
Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors
06/09/2021
Digitalization is helping to democratize wealth management by making it more affordable and easier accessible for a larger portion of the population.
06/09/2021
Article based on TWM’s webinar on moving from people vs tech to people & tech
06/08/2021
Clients will be able to schedule appointments to talk to their relationship managers online
06/08/2021
Latest release adds connectivity to existing industry tools and technologies
06/08/2021
A comprehensive suite of new digital technologies as well as a strong client experience
06/08/2021
Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement
06/07/2021
Offshore Chinese asset manager replaces legacy system with Eze Investment Suite
06/03/2021
Leading RIA and TAMP chooses HiddenLevers for its approach to risk analysis and recommendation construction
06/03/2021
Nova Ljubljanska banka and SDC implement SS&C Algorithmics' Fundamental Review of the Trading Book solution ahead of the deadline
06/03/2021
Since human capital is usually the most valuable asset of most asset managers, this damage can easily outweigh the short-term financial benefits that might accrue as a result of a change to incentives.
06/03/2021
New report unwraps action agenda to help firms increase profitability and enhance both client and advisor experiences
06/02/2021
Sequoia Financial Group is committed to providing its advisors with the latest resources to enhance client engagement.
06/02/2021
The hybrid platform allows the existing architecture to be combined with new applications, which is both cost-efficient and offers additional scaling potential.
06/01/2021
Consumer-oriented companies value the increased speed of funds transfer, especially in the retail business.