10/14/2020
Financial professionals that use the SIMON platform will now have the option to consider adding the “attributes” these products can bring to a customers’ investment portfolio
10/13/2020
The bank aims to meet the needs of both sophisticated and new investors, who wish to manage their banking and investments on their own.
10/13/2020
The formalisation of this partnership builds upon an already solid and proven foundation of collaboration.
10/13/2020
Use of digital channels and the demand for new ways of client interaction have accelerated during the COVID-19 pandemic
10/11/2020
The pandemic drove thousands of older customers online for the first time, stress-testing technology for a company that’s bet heavily on digital banking.
10/09/2020
Nutmeg has attempted to diversify its revenue streams in recent years.
10/09/2020
Significant new offerings include a modern, visual-rich, omni-channel front office digital solution for wealth advisors and artificial intelligence powered portfolio construction tools for asset managers.
10/09/2020
"By empowering our clients with a visual, comprehensive wealth plan, we make it possible for them to see how changes can affect their plans and they will be equipped to make more informed and confident choices ahead."
10/09/2020
The process leads an adviser through the fact find and needs analysis process, allowing them to collect and store client information electronically.
10/08/2020
How virtual worlds are the next evolution in communication and collaboration
10/08/2020
UK wealth manager goes live on SEI Wealth Platform
UK wealth manager is now live on the SEI Wealth Platform (SWP) following the successful migration of the firm’s assets.
10/07/2020
Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations
10/07/2020
Seven out of the eight licensed virtual banks have officially opened for business with the final entrant
10/07/2020
The bank aims to connect its custodian bank services with external asset managers.
10/06/2020
The largest U.K. wealth manager cites strategic partnership, responsive service and peace of mind as key reasons to extend agreement
10/02/2020
Through Investments, information is standardized across each institution, allowing providers to understand and use financial data in a straightforward manner.
09/30/2020
Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.
09/30/2020
Ultimately, digitalization leads to the creation of new business models and the development of an open ecosystem involving all the players in the market.
09/29/2020
SteelEye, the compliance technology and data analytics firm, has been selected by the world-class investment manager, Schroders. The FTSE100 listed global investment manager with over £500bn assets under management deployed SteelEye in July 2020.
09/27/2020
A synthesized database provides an environment in which to develop and test new software solutions