03/11/2022
SS&C Technologies head of Global Investor and Distribution Solutions Nick Wright added: “We are excited about our partnership with AMP and look forward to supporting the continued development of the North platform."
03/11/2022
Allowing more self-service elements was not top of the list, but given it will both empower the client and provide efficiencies, it was felt to be a desirable addition in time.
03/10/2022
SS&C will work closely with North’s technology team as it continues to enhance the platform’s digital and administrative capabilities for advisers and clients.
03/10/2022
Without the Worldline-related effects, Group net profit rose 37.3% compared to the previous year.
03/10/2022
Quirin Privatbank extends its long-term contract with Avaloq
Quirin Privatbank follows a hybrid business model, combining the parent company’s traditional wealth management services with innovative robo-advisory
03/09/2022
"Frontier Growth has an amazing track record in helping rapidly growing companies scale even faster
03/09/2022
When we met Gareth and David, the value our network and expertise stood to offer Delio, as they look to scale their market-leading technology to more of the world’s largest financial institutions, was immediately clear.
03/09/2022
Building upon success at Arbuthnot Specialist Finance Limited (ASFL), broader bank to adopt cloud-native platform
03/09/2022
Digital Onboarding can be initiated either from an external source, such as an advertisement on social media or ad-hoc from the app/website.
03/04/2022
Profile has a long history of developing innovative financial software solutions.
03/03/2022
Private markets have become increasingly attractive to both institutional and individual investors.
03/03/2022
As part of the reform, the company announced the creation of a new Digital Company, which will start functioning in April.
03/03/2022
Technology must combine with human touch to offer investment solutions that meet individual client requirements.
03/03/2022
Over the past few years, Kingswood has evolved into a growing international vertically integrated wealth and investment management group with £9.1 billion of Assets under Advice
03/02/2022
Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients.
03/02/2022
Within the transaction-heavy Asian wealth management market, relationship managers are accustomed to servicing a handful of clients; their focus predominantly on elderly, highly-engaged HNWIs.
03/01/2022
With the aim of introducing a standardised customer portal, BAB now relies on the funding portal from CREALOGIX.
02/28/2022
In 2021, in partnership with Objectway, Rathbones implemented a major upgrade of their custody and settlement system, which was completed on time and budget.
02/25/2022
Savvy’s holistic platform enables growth opportunities at every point for wealth managers, which allows them to be more efficient with their time and scale their revenue by up to four-times.
02/24/2022
It’s said – states Jeff Goldblum in an iconic scene of Jurassic Park – that a butterfly flaps its wings in Beijing and there’s rain rather than sun in New York.