04/02/2020
Financial institutions are accelerating their digital transformation of wealth management as a result of increased regulation, lower profitability and a challenging macro-economic climate, growing competition from new players and more demanding digital-na
04/02/2020
To extend its reach to clubs and associations, CREALOGIX Switzerland is making its financial module available to Fairgate customers.
04/02/2020
When it comes to reassuring clients, we must first be able to demonstrate we are able to work remotely
03/31/2020
Cloud platform adoptions accelerate
03/31/2020
SS&C’s BenefiX® simplifies the transmission of employee enrollment and eligibility data to insurance carriers
03/30/2020
Finantix states that the survey respondents were senior-level executives who are tasked with marketing and business development.
03/30/2020
With the change in demographic has come a change in relationship model.
03/27/2020
The awards were designed to recognize companies, teams and individuals that a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.
03/27/2020
Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time.
03/26/2020
Assetmax offers one of the most efficient and complete selections of custodian interfaces for the Swiss wealth management market.
03/26/2020
ZA Savings Go enables users to grow their wealth in an ultra-low interest rate environment.
03/25/2020
Temenos’ pioneering cloud-native cloud-agnostic and AI-driven technology acknowledged by judges at the 20th annual FStech Awards
03/25/2020
More regulated areas like capital markets remain relatively 'un-innovative' but that too is changing quickly.
03/25/2020
Through the online banking and mobile app, Standard Chartered also provides several other wealth management solutions.
03/24/2020
Addepar serves over 400 companies, which include licensed investment advisors catering to high-net-worth individuals (or HNWIs with assets of at least $1 million), ultra-high-net-worth individuals (or UHNWs with assets of at least $30 million), and many f
03/24/2020
This is the latest international addition to the growing list of selected fintechs on Avaloq.one
03/24/2020
What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession.
03/23/2020
The judging panel commented: ‘Built to help educate the client on risk, the winner elevates risk management to a science.’
03/22/2020
This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.
03/20/2020
In these unfamiliar and scary times, is there something more powerful than the virus at work — like the strength of human resilience and connection?