Managers of Wealth Fintech

Technology will be key differentiator in risk management

With new regulations such as FRTB in sight, sell-side firms that have invested in upgrading their risk systems will have a clear advantage over those who have not.

COVID-19 and the CARES Act: Tax considerations and services

Tax Optimizer, our secure web-based tax preparation and hypothetical trading tool, is equipped with analytic tools that will identify the market volatility impact on your portfolio.

Why brand building is essential in times of precarity

The key to the popularity of these durable advertising campaigns was that they exercised a ‘feel good’ factor and prompted memories of better times.

Multi-Strategy Portfolios Benefit clients, Let Technology Benefit You By Boris Bykhovsky

A common way to address these goals is through the creation of multi-strategy portfolio (MSP) or multi-asset portfolios (MAP).

Acumen-net ready to support LIBOR discontinuation with new modules

Through continuous investments in designing innovative solutions, Profile and Login have been proactive to accommodate the upcoming change

Machine Learning for non-bankable asset investing

The first bridge to cross for operating non-bankable assets in a wealth management frame is to value them ex-post accurately, which is to be able to provide a reasonably accurate estimate of their price today.

SS&C to Acquire Capita’s Life Insurance and Pensions Servicing Business in Ireland

The acquisition grows SS&C’s presence in International Life & Pensions servicing market

Broadridge Announces $1.5 Million Commitment for Community Relief to Help Those Affected by COVID-19

Broadridge will directly donate an initial $1 million to support charities and schools globally

Private banking meets the public cloud

They need the same flexibility as the larger banks.

Technology will win future clients

There are several considerations when selecting the right type of co-browsing or client portal software. Here are some key areas to bear in mind.

Digital will be the new normal for wealth management

But lockdowns are highlighting how many firms aren’t transforming fast enough.

Managers of Wealth Appreciates Its Advertisers

We’d like to express gratitude to our fantastic sponsors here at Managers of Wealth.

Swiss Wealth Technology Landscape Report

The Swiss Wealth Technology Landscape Report 2020, a directory-based report highlighting over 300 relevant technology and related solution providers that support the technology and related business needs of the Swiss wealth management sector

What are the Key Strategies and Tools to help Wealth Management Through the Coronavirus Pandemic?

Embracing the right digital tools is the key to wealth-management success and survival in the age of coronavirus, and it will enable you to operate effectively across a number of different scenarios.

Avaloq and ACTICO expand strategic partnership to prevent financial crime

The expansion of our partnership with ACTICO illustrates the importance Avaloq attaches to the basic principle of an open platform architecture.

FNZ fails to allay CMA concerns for GBST deal

After competition of the phase one investigation, the watchdog has decided to launch a more in-depth investigation.

Objectway offers licence-free period for WealthTech

The rapid escalation of COVID-19 outbreak has forced us to test our business continuity plans

JPMorgan On Corporate Treasurers And Their ‘Digitization Journey’

“Digitization is not about reaching a destination as you are constantly pushing the envelope,” Rangachari said.

Wells Fargo Takes Ax to Robo-Advisor Fee

Launched in 2017, Intuitive Investor is what’s known as hybrid robo-advisor, which means it combines an automated investing platform with access to human advisors, typically over the phone.

Swiss Private Bank, Vontobel Limited Is Investing in Bitcoin, Ethereum and XRP

This discovery is seen as a big boost to the adoption of cryptocurrency.

Wealth & Asset Management