12/10/2021
Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.
12/09/2021
French intermediaries now able to meet new EC regulatory requirements under SRDII
12/09/2021
Through this partnership, UBS GWM can benefit from iCapital’s technology and solutions, which digitize and automate the entire lifecycle of private market investments.
12/08/2021
The technology will enable ClearView to gain better insights into its customers and identify suspicious behaviour more efficiently while having complete ownership over its AML platform.
12/08/2021
Headquartered in London, UK, Sionic specialises in technology transformation & digitalisation, international regulatory compliance, and risk management.
12/08/2021
As part of this, the Swiss group has invested 90 million CHF in digital and client-facing solutions and tools in 2020, it has trained 1200 participants in leadership training last year, and plans to have a significant part of their staff using agile ways
12/08/2021
The new platform will replace a legacy core banking system and is a key pillar in Brewin Dolphin’s focus on greater operational efficiencies as well as technological agility to support its long-term growth strategy.
12/08/2021
Country's largest public lender State Bank of India (SBI) has chosen Intellect Wealth Qube -- a digital wealth management suite for its digital wealth management transformation agenda.
12/08/2021
Tata Consultancy Services’ Solution Improves Productivity of Financial Advisors and Customer Experience across the Entire Investor Lifecycle
12/08/2021
The fund invests in cutting-edge technology companies that enable industry innovation, such as suppliers of semi-conductors, hardware, software and services.
12/07/2021
This strategic acquisition gives FNZ significant technology expertise
12/07/2021
Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions
12/07/2021
These aim to help increase trust and transparency in the rapidly expanding ESG market.
12/06/2021
UBS has traditionally focused on super-wealthy clients, but the Swiss bank is now making a push into the mass affluent market with a new digital platform to be launched next year.
12/06/2021
Besides collaborating with WisdomTree, Ritholtz also partnered with the crypto exchange and custodian Gemini as well as the crypto asset management firm OnRamp for integration to help launch the new crypto index.
12/06/2021
This digital approach combines human guidance with a digital platform.
12/03/2021
Zoe's meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice.
12/02/2021
The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.
11/30/2021
Launched in Singapore in 2019, the platform currently has over S$1.5 billion in assets under advice.
11/29/2021
Organisations that proactively manage risk are more risk-aware and be¬tter at tailoring risk to get a higher return on their portfolios.