08/19/2020
Wealth management firm Quantum Capital Management will use the solution to manage digital assets for its clients. It will also utilise the solution to deliver digital asset management services to other RIAs.
08/18/2020
The platform, to be jointly operated by both parties and used for retail investors in Thailand, will help Lufax to expand its footprint in the region.
08/18/2020
The FTSE100 company currently holds over GBP115 billion AUM.
08/18/2020
51% of North American financial advisors often think of leaving current wealth firm in search of better technology 77% report losing business due to inadequate technology
08/14/2020
In addition to detailed accounting for any asset class, including complex private debt, we’re continuing to enhance Geneva World Investor’s comprehensive support for any fund structure, from open-ended hedge funds to closed-end and hybrid stru
08/13/2020
SigFig has seen an increased interest in institutional demand for its managed account services, said Dan Mercurio, general manager and head of revenue and strategic partnerships for SigFig.
08/12/2020
Business recognised for robust deliverables amidst Covid-19 disruption
08/11/2020
The bank employs 722 staff, and is headquartered in Gland.
08/11/2020
Recurring fee revenues increased 10% to $3,036 million from $2,760 million.
08/10/2020
Jung said Russell Investments’ PMA aims to serve wealth management firms and their advisors with the institutional-caliber solutions that have made the firm a global leader in outsourced investment management.
08/10/2020
These integrations provide users of Schwab’s custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.
08/09/2020
The awards are dedicated to businesses that are redefining finance and banking for the modern age and for the modern consumer.
08/07/2020
The rise of robo-advisors in the mid-2010s helped accelerate this trend.
08/05/2020
Prometeia aims to become the ideal partner for Swiss financial institutions looking to transform their wealth management technology and processes
08/05/2020
Through the interview William and Amrik talks about the background and origins of Contemi,
08/03/2020
Alternatives manager chooses SS&C Eze for reliability and support
07/31/2020
The three ecosystems are market ecosystems, digital ecosystems and village ecosystems.
07/31/2020
Open Banking payments use banks’ APIs to initiate a transfer from one account to another.
07/31/2020
SAP is seeking to maintain ownership of at least three quarters of Qualtrics although its plans aren’t finalized and could still change, the people said, asking not to be identified because the matter is private.
07/30/2020
The Tokyo location will initially accommodate nearly 42 employees, mostly new hires.