07/02/2019
What to look for in your digital transformation partner
Digital transformation used to be thought of as simply “going paperless.”
Wealth & Asset Management
07/02/2019
Avaloq acquires Zurich-based Service Specialist for Structured Products
For Avaloq, the acquisition places the firm at the forefront of utilizing differentiating data for structured product and ETF markets on its platform.
07/01/2019
Nutmeg keeps crowdfunding investors in the dark
It promised to offer crowd investors the same terms as it did Goldman Sachs — which led a £45m investment in January — but did not disclose financial details in its pitch.
07/01/2019
Five Facts on Fintech
A new paper details the results of the survey alongside findings from other regional studies
07/01/2019
Digital Cayman to advocate for the tech industry
The establishment of the non-profit organisation was announced at the Cayman Islands Digital Economy Conference (CyDEC) on 20 June.
06/30/2019
Lombard Odier’s Wealth Technology Wins Global Industry Award
This award adds to a growing stable of accolades won recently for our technology solutions.
06/28/2019
Charlotte Ransom: ‘Wealth management is expensive, clunky and has no decent technology’
Netwealth CEO says her firm is here to modernise money management
06/28/2019
What's Behind the 'Great Unbundling' of Wealth Management?
The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
06/28/2019
£854m fund manager: ‘Google will be a great dividend payer one day’
The firm has worked alongside the Fleming family, including Robert’s grandson Ian, the creator of James Bond, ever since.
06/28/2019
Barclays boss turned fintech pioneer hails his ‘Uber moment’
JPMorgan in talks for stake in Antony Jenkins’ 10x fintech business
06/26/2019
PROVEN Wealth selcts OLYMPIC Banking System
PWL was impressed by ERI’s experience and qualifications, as evidenced by the diverse operational profile with installations in more than 50 countries.
06/26/2019
Northern Trust to Transfer Pioneering Private Equity Blockchain Technology Platform to Broadridge
Broadridge to build out the platform to serve all PE market participants
06/26/2019
After Quovo deal, Plaid opens its doors to wealthtech firms
The API connects customer data streams and financial institutions to fintech developers such as Venmo, Acorns, Betterment and Robinhood.
06/26/2019
After Quovo deal, Plaid opens its doors to wealthtech firms
“As an API company, it’s rare to have the opportunity to go back and reopen the architecture,” says Lowell Putnam, Quovo’s founder and now head of partnerships at Plaid.
06/26/2019
Avaloq CEO: Making Banks and Wealth Managers «Future Ready»
Many banks rely on our technology and services on their wealth journey, and working with them, we see that more and more data is produced every day, while an increasing amount of regulations impacts the preparation time for advice.
06/25/2019
Waddell & Reed Expands Its SS&C Relationship
Waddell & Reed outsources transfer agency and compliance services mandate
06/25/2019
How Eximus Became 5.8.1: Improve The Product, Listen To The Client, Go Further
The new proposal generation module allows users to have a one-click proposal initiation on existing client portfolios.
06/25/2019
Julius Baer Chooses ALPIMA
We are thrilled to work closely with them to help them future-proof and digitise their business and set a new standard for the industry.
06/25/2019
How High-Net Worth Individuals And Family Offices Can Block Cyberattacks
The report, by Schillings and Campden Wealth, found that over a third (38%) of participants did not have a cybersecurity plan in place, despite 98% of families citing reputation as important to their family’s success.
06/24/2019
Wealth Dynamix enhances WDX1 platform
Wealth Dynamix’s offering now provides an end-to-end Client Lifecycle Management solution to help engage and nurture prospects, onboard new clients and manage/service client relationships.