Managers of Wealth Fintech

Jamaica Co-Operative Credit Union League selects Olympic Banking System

These services include loan and deposit products

Avaloq invests in Raquest

The German company's software promises to make it easy for financial institutions to get relief at source and reclaim withholding tax through automated digital processing.

Charles Stanley signs up for the new ESG Manager application

Charles Stanley’s investment managers will benefit from detailed visualisations, helping them to understand exposures, check preference conflicts and assess the impact of ESG-driven changes on risk, yield and return.

SS&C Technologies Releases Q4 and Full Year 2020 Earnings Results

SS&C Health completed the new COVAX Program, focused on ensuring the successful completion of the COVID Vaccine series for members receiving the vaccination from SS&C Health partner pharmacies.

How to make data science work for wealth management

With this blog, we help you bring your high-flying expectations into alignment with the sometimes-harsh reality of data science implementation.

Bitcoin is not ready to go mainstream for these 3 reasons, the world's largest wealth manager warns

In a note on Tuesday, UBS' Mark Haefele gave these three reasons why investors should practice caution before speculating in bitcoin.

BNY Mellon Forms New Digital Assets Unit to Build Industry's First Multi-Asset Digital Platform

The cross-functional, cross-business team, which will be led by Mike Demissie, head of Advanced Solutions at BNY Mellon, is currently developing a client-facing prototype that is designed to be the industry's first multi-asset digital custody and adm

SIX adds wealth management APIs to the b.Link Open Banking platform

Sending a strong signal to international open banking competitors

Has the pandemic accelerated digital transformation?

A more conversational approach to even simple automated tasks can put the human touch – and a premium service level – at the heart of the next generation of digital wealth tools.

The Family Office Launches Its Digital Platform

The platform of The Family Office also enables prospective clients to open accounts digitally through an entirely paperless process.

ERI Winners in the ‘Best Compliance Solution‘ Category at the WealthBriefing Swiss Awards 2021.

The judges were impressed that with its compliance workflows and monitoring OLYMPIC Banking System gives a significant advantage in acquiring and keeping clients, and selling them the most relevant products and services.”

Covid-19 has made wealth managers’ IT advance 10 years

If you have a clear digital strategy and are advanced digitally then the past year will not have been bad.

SEI Expands Strategic Partnership with the Association of Governing Boards of Universities and Colleges

OCIO Expands Leadership Role, Commitment to Serving as Resource for Higher Education Clients

Northern Trust allies with IHS Markit

Clients will benefit from an innovative service model with experts from both Northern Trust and IHS Markit supporting their tactical and strategic operational and technology needs.

WealthArc raises $4m

The firm has already integrated over 60 private banks from Switzerland

Avaloq crowned ‘Best Transaction Processing Solution’ provider

For the 2021 programme, the award’s judges commented on the strength of Avaloq’s submission, highlighting the evidence the firm provided on reversals and efficiency as well as the emphasis on the importance of both data integrity and speed.

Cognizant revenues fall into negative; subdued guidance for 2021

The quarter also took a 120bps impact from the exit of certain content services.

Palantir Poised for Swiss Move as Europe Hub

The U.S. data security firm is reportedly planning to build its European hub in a Swiss tax haven.

Embracing Digital in 2021

The technology research firm, Celent further bore this out in its Wealth Management Technology Forecast 2020-2023.

BNY Mellon Examines the Key Technologies and Initiatives Shaping the Future of Payments

The reports highlight that innovations in payments and digital currencies will ultimately allow banks to make domestic and cross-border transactions faster, more frictionless, efficient, transparent and cost-effective

Wealth & Asset Management