01/28/2022
Due to the successful implementation of the strategy to become a SaaS provider, sales and profit will stabilise at a higher level in the medium term.
01/28/2022
The company’s portal for wealth managers, SEI Wealth Platform, lies at the core of its technology-intensive business of outsourced money management.
01/28/2022
Emso Asset Management leverages SS&C’s Treasury Management Platform to automate treasury functions
01/27/2022
Within the partnership, Smith & Williamson and Innovate Finance will collaborate on a series of events and thought-leadership insights for members including findings from a survey on key fintech themes, including collaboration between start-ups and in
01/27/2022
SEI Reports Fourth-Quarter 2021 Financial Results
SEI Investments Company today announced financial results for the fourth-quarter 2021
01/26/2022
M&G teams with Moneyfarm for digital wealth management service in UK
Designed by M&G Wealth, this new direct digital service will be tailored to meet a range of customer risk appetites and profiles through a collection of multi-asset model portfolios, backed by a selection of actively-managed and passive funds.
01/26/2022
Avaloq has been serving RBC Wealth Management’s growing Asia operations since 2012
01/25/2022
WiseAlpha and Fortu Wealth are both optimistic that this partnership will expand their enthusiastic client base around the globe as well as educating and raising awareness of their forward-looking products and services.
01/25/2022
By becoming a member of the OpenWealth Association, Bank Julius Baer is actively supporting the development of the OpenWealth API Standard and acknowledges its use.
01/25/2022
We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion
01/24/2022
The POC successfully demonstrated the technical feasibility and potential business value of applying intelligent data parsing to address user pain points and improve user productivity.
01/24/2022
The migration of clients between the digital wealth managers is set to take place later this month.
01/21/2022
Excellence and accountability are two of the main values that each of their advisors works by and all of them are passionate about helping clients formulate plans to achieve their purposes.
01/18/2022
Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure
01/14/2022
Today’s clients want a cutting-edge client experience. To deliver it, wealth firms must boldly scale up analytics.
01/12/2022
Wealth Management Industry Leaders to Guide Selection of Winners and Honorable Mention Recipients for Hybrid RIA / Independent Financial Advisor Group of the Year
01/12/2022
A key benefit of this solution is that the crypto management system is linked with Avaloq’s banking platforms, alongside other asset classes.
01/12/2022
Comprehensive Platform Will Enhance Relationship Management for Global Investor Services Group
01/11/2022
These awards distinguish outstanding organisations from across the globe, with 191 banks and technology companies submitting 180 nominations from 48 countries.
01/11/2022
Swiss Private Bank inks Collaboration deal
The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank