08/06/2021
Backed by years of success providing outsourced operations to institutional and wealth management firms alike, STP debuts a set of features including new reporting methods and new integrations with established WealthTech powerhouses.
08/06/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Sopnendu Mohanty, Chief FinTech Officer, Monetary Authority of Singapore (MAS)
08/05/2021
In times of exceptional change, coming back to what it was cannot happen, traditional models cannot keep up effectively with post-pandemic life.
08/05/2021
The award was revealed in Celent's CRM Platforms: North America Wealth Management report
08/05/2021
The new digital bank was built on The Temenos Banking Cloud to disrupt the Australian retail banking market with fast, simple, fairer and more human banking
08/04/2021
Seamless API and data integration enhance business process automation
08/04/2021
The judges awarded the top rank for 'breadth of functionality' to the WDX1 platform from Wealth Dynamix following an extensive review of the platform's capabilities
08/03/2021
At first glance, this market expects the same as all consumers – convenient mobile-first banking via a secure app and a seamless, omnichannel experience for in-person support where needed.
08/03/2021
Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Alessandro Tonchia, Head of Strategy at InvestCloud Private Banking & Wealth
08/03/2021
The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.
08/02/2021
During the past five years, the investment decisions and priorities of managers and advisors over the wealth and investment industry have evolved significantly.
08/02/2021
Alpha Omega brings invaluable expertise in advanced FIX-based technology for asset managers and broker/dealers in all areas covering automated allocation, confirmation and affirmation of trades for equities, fixed income securities, and derivatives.
08/02/2021
Survey finds nearly all investment managers focusing on data and analytics to improve outcomes, but most lagging in capabilities
08/02/2021
Analysis from Goldman Sachs found that the EMEA region is the most focused on green investment, with 80% of regional respondents saying they are 'extremely focused on implementing ESG principles'
08/02/2021
SS&C GIDS brings superior client service, digital offerings to relationship
08/02/2021
BBVA's digital transformation effort in recent years has proven to be a tremendous advantage in the challenging circumstances caused by the global Covid-19 pandemic.
08/02/2021
Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by John Motley, Director, IMVS
07/30/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Larry Campbell, Partner and Head of Financial Services Strategy at KPMG China
07/29/2021
Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth
07/29/2021
Reviewing the various research it’s easy to conclude that customers who have an emotional connection with a brand have a 300% higher lifetime value