04/08/2020
With the enhanced version, HSBC Jade Directors can generate risk analysis reports across all the major elements of a multi-asset wealth portfolio and discuss the insights drawn from WPIS's analysis.
04/08/2020
The digital wealth & investment management revolution only makes sense if it generates value for the customer in terms of a digital alpha across an end-to-end investment experience.
04/08/2020
The FCA continued that it also needs to be aware of the potential disproportionate impact on vulnerable consumers, some of whom may be among the ‘digitally disenfranchised’.
04/08/2020
SS&C ALPS has been servicing ETFs since 1995
04/07/2020
The global economy needed more than a decade to recover.
04/06/2020
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology
04/05/2020
A key priority of the Fintech company is to extend its existing wealth and asset management products.
04/03/2020
Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020
04/03/2020
Pascal wants to do our part to help advisors’ level up, engage and prevail with their clients.
04/03/2020
“From an outside view, our website might look very similar to a price comparison site,” Raisin’s VP of business clients and partnerships, Benedikt Voller, tells Finextra Research.
04/02/2020
Robowealth on the 7th of July 2017 obtained the relevant SEC LBDU license to operate as a robo-advisor for Thai mutual funds.
04/02/2020
Avaloq saw a significant number of successful “go-lives” and new client wins in 2019, with particularly strong growth in the Asia-Pacific wealth management sector.
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’.