10/15/2020
UBS Helpetica – the new platform for volunteering
UBS is launching "UBS Helpetica", a new platform for volunteering in Switzerland.
Wealth & Asset Management
10/15/2020
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships
10/14/2020
The New Customer Relationship in Wealth Management
Whilst the promise of new products has been largely unrealised, banks have been forced to embrace digital to stay ahead of the disruptors, and arguably are providing a better service as a consequence.
10/14/2020
Digital Wealth Manager SIMON Adds New ETFs to Platform, Launches New Marketplace
Financial professionals that use the SIMON platform will now have the option to consider adding the “attributes” these products can bring to a customers’ investment portfolio
10/13/2020
FlowBank Selects Temenos SaaS to Rapidly Launch Swiss Digital Bank and Reinvent Online Investor Experience
The bank aims to meet the needs of both sophisticated and new investors, who wish to manage their banking and investments on their own.
10/13/2020
Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives
The formalisation of this partnership builds upon an already solid and proven foundation of collaboration.
10/13/2020
Avaloq launches social messaging app
Use of digital channels and the demand for new ways of client interaction have accelerated during the COVID-19 pandemic
10/11/2020
StanChart Tech Boss Heeds Bank’s Post-Wuhan Stress Lessons: Q&A
The pandemic drove thousands of older customers online for the first time, stress-testing technology for a company that’s bet heavily on digital banking.
10/09/2020
Nutmeg losses spiral to £21m
Nutmeg has attempted to diversify its revenue streams in recent years.
10/09/2020
Tegra118 taps Finantix for wealth front office facelift
Significant new offerings include a modern, visual-rich, omni-channel front office digital solution for wealth advisors and artificial intelligence powered portfolio construction tools for asset managers.
10/09/2020
Bank of Montreal : BMO WealthPath® Launches New Interactive Scenarios For Navigating Change
"By empowering our clients with a visual, comprehensive wealth plan, we make it possible for them to see how changes can affect their plans and they will be equipped to make more informed and confident choices ahead."
10/09/2020
Select Wealth Roll Out New Online Advice Process
The process leads an adviser through the fact find and needs analysis process, allowing them to collect and store client information electronically.
10/08/2020
A brave new world with virtual worlds
How virtual worlds are the next evolution in communication and collaboration
10/08/2020
UK wealth manager goes live on SEI Wealth Platform
UK wealth manager is now live on the SEI Wealth Platform (SWP) following the successful migration of the firm’s assets.
10/07/2020
Dorsey & Whitney Trust Company and Hills Bank and Trust Go Live on the SEI Wealth Platform in a Fully Remote Environment
Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations
10/07/2020
Hong Kong Virtual Banks Eye Wealth Management
Seven out of the eight licensed virtual banks have officially opened for business with the final entrant
10/07/2020
Cantonal bank teams up with consulting firm to boost IAM services digitisation
The bank aims to connect its custodian bank services with external asset managers.
10/06/2020
St. James’s Place Extends Multiyear Relationship with SS&C
The largest U.K. wealth manager cites strategic partnership, responsive service and peace of mind as key reasons to extend agreement
10/02/2020
Flinks launches data connectivity tool for Canadian wealth management platforms
Through Investments, information is standardized across each institution, allowing providers to understand and use financial data in a straightforward manner.
09/30/2020
Avaloq connects with Enterprise Bot
Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.