07/08/2020
Vietnam's Military Commercial Joint Stock Bank signs with Temenos
Temenos Infinity Wealth delivers the broadest functionality from back-office processing to front-office portfolio management.
Wealth & Asset Management
07/07/2020
JBWere to continue using Praemium
The two initially partnered on client reporting and administration solution on JBWere's wealth management portfolios on in 2016.
07/07/2020
Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds
38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years
07/07/2020
Forte Securities selects Axia for investment and custody operations
Forte Securities selected Axia platform as the core system for its custody services offering
07/07/2020
FNZ and State Street Collaborate On New Wealth Management Servicing Venture
State Street will serve as sub custodian to the custody assets belonging to Wealth Manager Services clients.
07/03/2020
Digital WM launches think tank and names members
Kore Technologies is a blockchain focused software and infrastructure company.
07/03/2020
Member of the Month
"We carefully study new markets in which we wish to establish a foothold"
07/02/2020
Allica Bank adopts Profile core platform
Profile and Allica Bank worked together to speedily deliver the digital banking solutions under challenging timescales.
07/02/2020
Bank of Thailand Plans to launch Digital Currency
The project marks an important step in broadening CBDC’s scope and adoption to wider audiences
07/02/2020
Wealth tech firm raises millions from Singapore family offices
Credit Suisse, which took a 10% stake in the company in 2017, has integrated the software onto its digital private banking platform for Singapore and Hong Kong clients.
07/01/2020
Starting at Contemi UI/UX Design Team: An Insight from Caitlin Boyland
I started out learning how UI/UX currently exists at Contemi Solutions — Here I share my experiences of joining Contemi as a masters graduate and how I am now learning to steer the design helm.
07/01/2020
Model Portfolio Market Ends Q1 2020 Sized at $3 Trillion USD, According to Broadridge
Growth Driven by ETFs and Shift by Advisors to Holistic Financial Planning
07/01/2020
Technical Wizardry: the rise of the smart home
As with most technology, the rise in uptake of smart-home products will continue to grow:
06/30/2020
Digital wealth manager Moneyfarm hits £1bn assets under management
Despite the challenging market conditions and the impact of the coronavirus pandemic
06/30/2020
Geneva private bank outsources OLYMPIC Banking System to Swisscom
The 82 employees in Geneva have managed total assets of CHF 3.5 billion on the new Swisscom-operated platform since mid-June 2020.
06/29/2020
Competitive Barriers Break Down as We Turn to the Value of Community
COVID-19 has made us all keenly aware of the value of community, even among competitors.
06/29/2020
Why outsourcing is front of mind for most asset managers
Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list
06/29/2020
Julius Baer awarded Outstanding Wealth Management Technology Implementation
Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year
06/28/2020
Refinitiv takes next step on quest for the ‘Holy Grail’ of wealth management
Datasets like Refinitiv’s ESG scores and fund comparisons are “highly relevant” to advisors, making wealth management a natural expansion for the company, says Joe Mrak, Refinitiv’s global head of wealth management.
06/26/2020
Envestnet Launches 2020 Advisor Summit On-Demand
Annual advisor conference is reimagined online