06/23/2020
Big tech expected to shake up wealth management industry
Technology groups are well positioned to offer bespoke financial products for the affluent, report finds
Wealth & Asset Management
06/22/2020
Avaloq named Outstanding Wealth Management Technology Implementation – Back Office partner
The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.
06/22/2020
Corfinancial: 'Remote Working During Market Turmoil has not Affected our Clients Using Salerio'
Salerio was designed to handle unprecedented surges in trading volumes even while operating remotely.
06/22/2020
SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting
SS&C will monitor, submit and correct transactional data on behalf of Mid Atlantic Capital as part of its full-service offering.
06/18/2020
How companies can continue to stay relevant in the WealthTech market
GBST was founded back in 1983, when the financial technology sector was still embryonic
06/18/2020
An aspiring bitcoin bank for the rich scores $5.7 million in seed round
In a sense, the firm's approach takes inspiration from private banks like First Republic Bank, which cater to wealthier folks, according to CEO Alex Leishman.
06/17/2020
Here are the UK’s 6 leading digital wealth managers
These firms have brought a new meaning to the saying “look after the pennies and the pounds will look after themselves.”
06/16/2020
What To Consider When Evaluating A Technology Vendor
The tools and technology that vendors are using in the administration of your activities is another area to explore in the evaluation process.
06/16/2020
Aite Group Announces Winners of the 2020 Digital Wealth Management Impact Innovation Awards
Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.
06/10/2020
ERI Bancaire Teams Up With IBM
The new offering hosted on IBM public cloud will give private banking customers more flexibility
06/10/2020
FIS launches Wealth Management offering
The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.
06/10/2020
Robo-Advisor: Automated Wealth Management Platform M1 Finance Raises $33 Million Series B
Barnes claims they have built the “premier personal finance platform that combines the best of digital investing, borrowing, and banking.”
06/10/2020
Act Analytics and Black Diamond Announce ESG Technology Integration
Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model
06/10/2020
Capita Consulting partners with Finantix
The innovative and award winning Finantix Product Suite is a modular, API-driven suite of products that can be integrated with existing IT systems and deliver maximum flexibility, efficiency and scalability.
06/09/2020
Objectway Wins XCELENT Depth of Service Award
Celent also recognised that Objectway Client Engage and Conectus Onboarding provide “a comprehensive front-to-back Client Lifecycle Management offering allowing clients to identify prospects as well as onboard, with a user-friendly UI”.
06/09/2020
Merrill Lynch Rolls Out Advisor Workstation for the 2020s
Although Merrill invested in upgrading it over the years, its workflow and core technology design remained largely the same.
06/09/2020
OCBC takes complex face-to-face wealth advisory process online
The range of wealth products sold include unit trusts, bancassurance products, structured investments, bonds, and foreign exchange products.
06/09/2020
additiv launches its KickStarter offering for DFS Wealth Management PaaS Platform
The KickStarter™ offering comes at a time when the industry needs it most.
06/05/2020
Pandemic will accelerate digital change
Crisis brings welcome chance to promote technology without losing personal touch
06/03/2020
Crealogix becomes a member of the OpenBankingProject.ch consortium
With its membership of the OpenBankingProject, CREALOGIX is committed to an open digital ecosystem