11/16/2018
InvestCloud offers 'periodic table' of apps to help wealth managers digitalise
Creak has found that people have been on varying stages of the journey, having met a wealth adviser who had no access for clients online recently.
Wealth & Asset Management
11/15/2018
Wealth management platforms evolve, attract millions in funding
The d1g1t platform syncs a financial plan to the investment mandate and the mandate to the portfolio and risk profile, so an advisor can keep track of the entire relationship and make adjustments as needed
11/14/2018
How Standard Chartered Bank is tackling digital disruption
As such, banks like Standard Chartered have to digitize front-facing processes or risk losing their customers.
11/14/2018
Australian wealth management platform launches in UK
Increasing headcount is no longer the answer, but reducing investigation time and making smarter decisions is.
11/14/2018
Fusion Wealth extends SEI agreement
Fusion share a commitment to innovation and we look forward to working together to provide the best possible solutions for both our existing clients and the new joint venture between Lloyds Banking Group and Schroders.
11/14/2018
Dolfin makes waves in bionic wealth
Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.
11/13/2018
Focus Solutions launches digital engagement software for wealth managers
Bringing together the ‘best in class’ software available on the market and offering cutting-edge technology, it allows wealth managers to deliver exactly what their clients need all in one place.
11/13/2018
Private Banking in Asia – New Strategies and New Technologies Required
The conclusion was that private banks’ drive to boost recurrent revenues through advisory and discretionary mandates continues to be largely thwarted, due to the continuing preference of Asia’s wealthy clients for more control of their investm
11/13/2018
Robo-advisers rated
Digital Wealth Insights found that Tiller excels in several areas and applauded the fact that their system enabled customers to create tailored risk-graded portfolios using life goals-based financial planning.
11/09/2018
Digital Reasoning Brings AI To Wealth Management
Financial firms get feedback from disparate sources — email, chat, call center and web forms.
11/09/2018
Forward thinking robo-advisors go back to basics
GlobalData’s 2018 UK Investor Survey shows that 97.9% of the UK investors do not use robo-advisors when arranging new investments.
11/09/2018
What the Future of Wealth Management Will Look Like with Blockchain and Artificial Intelligence
New companies are sprouting gaining huge traction, especially among the millennials.
11/09/2018
Digital China: Wealth management goes digital
Yap says Chinese investors are happy to invest and receive advice digitally because of the pervasiveness of financial technology, or fintech, in daily life.
11/08/2018
What Alexa really means for wealth management
Smart speakers, like Alexa and Google Home, have made inroads into the consumer market by allowing users to stream music or check the weather with the sound of their voice.
11/08/2018
WeInvest sets eyes on UAE, opens office in DIFC
The Singapore firm, a finalist at the FinTech Hive initiative, is a robo-advisory platform-as-a-service provider for financial services provider
11/08/2018
Can Nutmeg conquer advice?
Nutmeg has acquired £1.5bn in assets since launching in 2011 and is the UK’s largest robo-adviser.
11/07/2018
Robo-adviser posts £2.3m loss
The robo-adviser, which operates in Canada, the USA and the UK, now manages more than £2bn globally and has 100,000 clients but has not broken down how much of this comes from the UK.
11/07/2018
Pillar After Pillar For A Pan-European Wealth Management - Objectway
The advisor badly needs to request less time to the prospect, and to reduce paperwork.
11/07/2018
Black Diamond Integrates With Box
Box integration with SS&C Black Diamond enables advisors to access files easily and securely from customizable, cloud-based, all-in-one platform
11/06/2018
Innovative digital engagement software launched by Focus Solutions
The software is designed to be much more than just gamified fact-finding; focus:digital brings a client’s financial future to life. The new software excels in four key areas.