11/19/2020
With customers seeking to place a premium on all things digital / omnichannel, it has become an existential necessity for the industry to move away from archaic business models and explore the immersive realms.
11/18/2020
The partnership with IHS Markit has been instrumental for QUODD’s bank trust, RIAs, and brokerage customers.
11/17/2020
The company said its launch is a «natural path to expand the firm into a thriving region.
11/17/2020
Investment Insights was developed as part of BNPP AM’s broader investment in technology, aimed at enriching and automating its investment processes and client communications.
11/17/2020
Avaloq Insight is built on an open, modular platform that minimizes complexity by integrating data input from various sources.
11/17/2020
"Our continuous release schedule allows our clients to be more proactive and better positioned to take advantage of market opportunities."
11/17/2020
A single source of truth applies to a data domain
11/16/2020
StashAway co-founder and CEO Michele Ferrario said when it realised that the gap in wealth management options also exists in MENA, it was an obvious decision to expand its services, starting with earning our license in the DIFC.
11/16/2020
The first solution that Objectway will offer the international market is built around everyoneINVESTED's 'Profiler', a fast and user-friendly app for creating digital investor profiles.
11/16/2020
Digital interest in the largest global asset management brands has declined according to a new analysis
11/16/2020
The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market.
11/15/2020
Newly expanded relationship makes SmartRIA a preferred third-party compliance solution for Black Diamond clients
11/15/2020
Singapore bank's new platform allows clients to react quickly to market changes
11/13/2020
UBS financial advisors may send clients a digital survey seeking feedback.
11/13/2020
This project involved a series of large and complex data migration and service transition events as SJP and SS&C brought substantially all activity onto SS&C’s wealth solution, Bluedoor.
11/12/2020
Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.
11/12/2020
KBC Group is today announcing its updated strategy and non-financial guidance.
11/12/2020
Alongside a directory of 676 solution providers, the report features 20 informative articles and interviews and more than 30 featured solution provider profiles.
11/11/2020
Swiss private bank signs with FundApps
FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face.
11/11/2020
Ennio Carboni to Lead Product & Engineering as SS&C Eze Continues Expansion