05/10/2021
Unified managed accounts can propel wealth manager success
Unified managed accounts can help wealth managers combat current market challenges while laying the foundation for the firm’s practice to thrive for years to come.
Wealth & Asset Management
05/07/2021
Infinity Circle signs for Zensar tech
It has the vision to simplify wealth management through innovation
05/06/2021
Employees Are More Likely To Pretend They’re Working When Employers Track Their Productivity: Here’s Why
“If I feel like someone doesn't trust me enough to feel like I’m doing my work without monitoring through software, how do I trust them back? How do I build that physical safety?”
05/06/2021
SEI Wins at Family Wealth Report Awards 2021
Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise
05/06/2021
Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win
Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office
05/05/2021
Valsoft Acquires Finartis And Enters Vertical Wealth Management
The company will continue to support and showcase its robust software solution to customers.
05/05/2021
Hillman Capital Chooses SS&C to Service Hillman Value Fund
SS&C ALPS to provide turn-key fund administration and regulatory services for the Hillman Value Fund
05/05/2021
SS&C Technologies Partners with BRODA Ltd to Enhance Risk Calculations
SS&C Algorithmics adds BRODA’s high dimensional Sobol sequence generators to enhance risk and financial calculations
05/04/2021
Objectway in WealthTech100 list of tech companies transforming the global investment and banking industries
The WealthTech industry has grown dramatically over the last four years.
05/04/2021
Broadridge Reports Third Quarter Fiscal Year 2021 Results
Operating income was $397 million, an increase of $71 million, or 22%. Operating income margin increased to 11.5% from 10.3% in the prior year period.
05/04/2021
Contemi in world's 100 Most Innovative Wealthtech Companies
The WealthTech industry has grown dramatically over the last four years as new digital services
05/03/2021
Why it makes sense to outsource client reporting operations
One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.
05/03/2021
Regulatory changes coming for family offices?
The core capabilities of most family offices revolve around wealth and investment management.
05/03/2021
Valsoft Acquires Finartis and Enters the Wealth Management Vertical
Jean–Luc will remain on board with the team and ensure a smooth integration into Valsoft.
05/03/2021
Save money by investing in digitalisation
Advocates of greater and more rapid digitalisation within wealth
04/30/2021
Addepar Expands to Europe With New Office in Scotland
Addepar plans to have a physical office in Scotland when it is safe to do so, according to local health guidelines.
04/29/2021
The Growth In Big Data
There is an incredible array of data available to be bought for a price.
04/29/2021
Save money by investing in digitalisation
These are all commercial performance levers which the firm is pulling on by investing more – and more smartly – in digitalisation.
04/28/2021
Ikigai initiates Crowdcube campaign to raise £1.2m
Ikigai, the wealth management and banking app for affluent millennials, has set up a UK public crowdfunding campaign via CrowdCube to accelerate business, their product roadmap and the tech team.
04/28/2021
‘Agile’ Hampden & Co posts strong growth
During the year the bank raised an additional £10 million from shareholders to support continued balance sheet growth, ongoing costs and regulatory requirements.