12/20/2024
The 9th Annual Private Banking and Wealth Management Conference & Awards 2024 culminated in an enchanting evening of celebration, held in the heart of Europe’s financial sector.
12/20/2024
Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers
12/18/2024
The recognition of Profile Software in Gartner’s Market Guide for Wealth Management All-in-One Advisor Desktop Platforms underscores our commitment to providing innovative solutions
12/12/2024
We are delighted to partner with Hamilton Lane and Apex Group for this exciting project.
12/11/2024
This evolution is more than a technological shift—it’s an opportunity to redefine access, efficiency, and growth in a sector long dominated by traditional models.
12/10/2024
Working in close partnership with ODDO BHF to understand their specific requirements, S64 have designed and implemented a front-to-back solution tailored to ODDO BHF’s core markets of France and Germany.
12/10/2024
Everest Group PEAK Matrix® highlights Broadridge’s relative market success and overall capability of technology based on performance, experiences, ability, and knowledge
12/09/2024
Groundbreaking Discussions and First-Time Visitors Highlight Fourth Summit Success in Abu DhabiGroundbreaking Discussions and First-Time Visitors Highlight Fourth Summit Success in Abu Dhabi
12/09/2024
The award reflects our commitment to enabling the wealth management and trust industry to integrate exceptional client relationships into their digital processes.
12/09/2024
Everyone should be able to invest in alternative asset classes like private equity as easily as they do in stocks or ETFs.
12/06/2024
The success in German-speaking countries was also made possible by the 2021 takeover of Die Software from Ebersberg in Bavaria
12/05/2024
It has all the latest security and authentication features, and is fully customisable, so can be provided to the clients of Third Financial using the advisers’ and investment managers’ own brand.
12/05/2024
Wealthtech says the accounts will allow customers to “earn interest on funds they may not yet wish to commit to longer-term investments
12/04/2024
The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.
12/04/2024
Digital investment infrastructure provider WealthKernel is partnering with Griffin to enable fintech’s and wealth managers to embed savings accounts into their services.
12/04/2024
The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.
12/04/2024
Social impact and quality of innovation make the difference
12/03/2024
There’s nothing terrible about this sort of asset assortment.
12/03/2024
Financial services technology provider Avaloq integrates Quadient Inspire to enhance customer communication management.
12/02/2024
Mitsubishi UFJ Financial Group (MUFG) says it will pay $664 million to take 100% ownership of robo-advisor WealthNavi.