06/22/2020
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
Salerio was designed to handle unprecedented surges in trading volumes even while operating remotely.
06/22/2020
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
GBST was founded back in 1983, when the financial technology sector was still embryonic
06/18/2020
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
These firms have brought a new meaning to the saying “look after the pennies and the pounds will look after themselves.”
06/16/2020
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 recognizes six innovative financial institutions leveraging best-in-class initiatives.
06/10/2020
The new offering hosted on IBM public cloud will give private banking customers more flexibility
06/10/2020
The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.
06/10/2020
Barnes claims they have built the “premier personal finance platform that combines the best of digital investing, borrowing, and banking.”
06/10/2020
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
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
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
Although Merrill invested in upgrading it over the years, its workflow and core technology design remained largely the same.
06/09/2020
The range of wealth products sold include unit trusts, bancassurance products, structured investments, bonds, and foreign exchange products.
06/09/2020
The KickStarter™ offering comes at a time when the industry needs it most.
06/05/2020
Crisis brings welcome chance to promote technology without losing personal touch
06/03/2020
With its membership of the OpenBankingProject, CREALOGIX is committed to an open digital ecosystem
06/03/2020
Having a partner that can help outsource any or all of these functions is critical to a firm’s ability to manage ongoing investment operations.