05/24/2019
SEI Partners with Vested EMEA to Elevate European Profile
Both firms are committed to rigour and efficiency in the workplace
Wealth & Asset Management
05/23/2019
JHC announces digital partnership with Jarvis Investment Management
Jarvis provides stockbroker execution services, and has been in partnership with JHC for over 20 years.
05/22/2019
Broadridge to Acquire Canadian Wealth Management Technology Provider RPM Technologies
The closing of the transaction is subject to the completion of an intercompany reorganization by RPM Technologies and standard customary closing conditions.
05/21/2019
Swiss fintech and Allianz join hands.
In addition, Allianz Partners' full travel insurance offering will be available on Numbrs in the course of the year. More offers are to follow.
05/21/2019
Temenos Aims to Outperform Its Main Rival
The goals set by Chuard reveal the difference between Temenos and its main rival.
05/20/2019
Juerg Hunziker: «IPO Isn't Avaloq's Only Option»
Avaloq's «Mother of all Tech Projects» Tied Extensive Resources
05/20/2019
Geneva Fintech Association boosts membership with new WM
Through the partnership, we also intend to play a major role as a reference point connecting the fintech ecosystem and the wealth management industry in Geneva.
05/16/2019
Do You Want Digital Bankers? No Thanks, Say the Rich
The future rich of this world expect what is perhaps better termed «traditional qualities» of their relationship managers, a study compiled by Credit Suisse and the Young Investors Organization showed.
05/15/2019
Utilizing technology to help pension plans manage risk
Technology can help plan sponsors and advisors, and others, respond more swiftly to market shifts and changes in accounting procedures.
05/15/2019
Zoe Financial Wins Morningstar's Annual Fintech Competition
The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.
05/14/2019
Contineo launches a Lifecycle Management module as a client engagement tool for Wealth Managers
Taken together, these capabilities allow wealth managers to enrich their client interactions with better, more timely information
05/10/2019
Australian SME challenger bank goes live with Temenos
Judo Bank selects cloud-native, cloud-agnostic Temenos T24 Transact to transform the SME experience
05/10/2019
Mada Capital signs for Profile Software Axia
MADA Capital is a financial group based in Dubai, providing financial services and advisory including asset management, fund management and growing wealth for individuals, family offices and institutional investors through tailor-made solutions and global
05/09/2019
Focus on mobile wealth management
It is not possible to even list all the features in a review of this length, but this is a system for firms who want to engage with wealth clients across all generations.
05/09/2019
Bank workers who survive robot uprising stand to make more money
Forty per cent of existing jobs at financial firms could be automated with current technology, McKinsey said.
05/08/2019
ERI has announced a new partnership with the Geneva-based company
The two companies have collaborated to integrate Integraal’s Solutions for Finance suite into ERI’s OLYMPIC Banking System software package using an API.
05/08/2019
SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone
Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets
05/08/2019
The Transformation of Client Engagement
You may have heard reports in the industry about a new private wealth management proposition called focus:wealth.
05/07/2019
Moving to a low-carbon future – why banks and companies need to step up by Bill Winters, Standard Chartered Bank
We’re making progress on understanding our contribution to climate goals, but cannot go it alone
05/07/2019
Stockholm-based fintech wins ‘Best Pitch Award’ at Avaloq’s inaugural Fintech Tuesday avaloq.one event
Cboe Vest Technologies won after a five minute live-demo to an audience of financial institutions, fintechs and other industry stakeholders.