09/22/2020
The Future of Advice
New survey reveals how advisor business models and practices will change—and the implications for asset managers.
Wealth & Asset Management
09/22/2020
SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors
The Client View application centralizes all client-focused workflows in one place
09/21/2020
UBS Mulls VR-Based WFH Traders
UBS’s work-from-home efforts extend beyond just its trading operations or the European region.
09/21/2020
Shareholders split on $503m Citadel acquisition bid
It comes at a critical juncture for the business, which is only 10 months into a turnaround strategy to become a software company.
09/18/2020
New Wealth to Grow Distribution in Indonesia
CEO Löic Pitrou said the company is currently expanding its ability to deliver multiple digital finance projects in Indonesia to support the fast-growing digital savings and wealth management sector there.
09/18/2020
Iress wins ‘Best Adviser Solution’ at the Goodacre virtual awards
The awards ceremony was held virtually for the first time in its 18-year history.
09/17/2020
Wealth Managers need to ‘Democratize’ their Service to Thrive in the Hyper Personalized, Digital Banking ERA,Warns Avaloq
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.
09/17/2020
Brooks pledges to transform adviser experience
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”
09/17/2020
Fidelity Now Offers Even More Flexibility to Intermediary Clients
Fidelity invests billions of dollars annually in its technology enterprise-wide, leveraging its scale to develop new capabilities that help meet the distinct needs of each of its customers.
09/17/2020
Crealogix recognised for “Best Client Self Service System” at Goodacre Financial Technology Awards 2020
The judging panel awarded CREALOGIX with the “Best Client Self Service System” award for its innovative digital wealth management products.
09/16/2020
Refinitiv expands its digital capabilities for Wealth Managers
Refinitiv continues its commitment to the Wealth Management industry with the launch of Refinitiv Digital Investor.
09/16/2020
Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors
Through a new partnership with Wealth Access, Tegra118 is complementing its RetireUp solution with a new mobile-enabled digital client experience
09/16/2020
TD Ameritrade Institutional’s Veo One® Wins 2020 Wealth Management Industry Award for Custodian Technology
Model Market Center® secures its second Wealth Management Industry Award for outstanding achievement among investment-model marketplaces
09/15/2020
Contemi Solutions Wins Best Corporate Actions Module Award for Second Year in a Row
An examination of the key features of the preferred investment vehicle for many Japanese investors.
09/15/2020
SS&C GlobeOp Hedge Fund Performance Index
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.34% in September.
09/14/2020
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
The long established Goodacre Systems in the City Financial Technology Awards took place online this year with the participation of representatives from all leading financial services firms.
09/14/2020
Contemi Wins 'Best Corporate Actions Module' Award for the Second Year in a Row
This award is also consistent with the industry recognising the importance of interaction between investors, their decision makers and those processing the events in the back office.
09/14/2020
Wealthtech Spending to Reach US$24B Annually by 2023
COVID-19 is Redefining the Tech Investment Roadmap, Source: Wealth Management Technology Forecast 2020-2023, Celent, August 2020
09/14/2020
Conbrio Fund Partners Selects SS&C for Global Investor & Distribution Solutions
SS&C will provide full-service support for U.K. fund range with GBP1.5 billion under management
09/11/2020
Nationwide Partners with SS&C
Nationwide will move recordkeeping functions to enhance overall efficiency, agility and scale by leveraging SS&C’s best-in-class retirement technology and servicing platform