03/10/2020

Confronting technological challenges together

Today, around one in four Swiss people say they are willing to buy a financial product from a fintech, and 30% would be open to the product offering of large technology groups, according to a recent study by consulting firm Bain & Company.

03/02/2020

Asset Control ships new data workflow tool

This has left firms ‘between a rock and a hard place’ with a choice of staying with focused, but rigid solutions or spending significant resources on implementing and customising generic solutions

02/21/2020

RIA Launches AI-Driven Wealth Mgmt Platform

AI-Powered Comprehensive Wealth Management Platform Is Designed to Streamline the Planning Process, Offer Elite Services to Full Client-Base and Close Prospects at a Higher Rate