08/20/2019
The merger of Intesa Sanpaolo Private Bank (Suisse), the Italian Intesa Sanpaolo group’s Swiss private banking subsidiary, and Banque Morval was completed in April last year and created the new legal entity Intesa Sanpaolo Private Bank (Suisse) Morv
08/19/2019
Both communities are looking for the tools, content, and capabilities they need to address their emerging business challenges during this digital transformation.
08/15/2019
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
SS&C helped ASI successfully consolidate and standardize their investor servicing across the combined Aberdeen and Standard Life global operations.
08/15/2019
The integration is now live and available to RIA in a Box MyRIACompliance clients.
08/13/2019
SEI's Unified Wealth Management Solution Supports CIBC's Transformative Business Goals
08/13/2019
It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.
08/13/2019
We were looking for a business management system
08/12/2019
Advicefront has now changed its pricing structure in a bid to attract smaller firms.
08/09/2019
Working for a firm that is more than 220 years old and whose mission is to accelerate digitalisation is a challenge that attracted me!
08/09/2019
It can reduce data errors and free up advisers’ time – but only if done properly
08/07/2019
To shed more light on his comments, Roy summed up his vision as a clear focus on four standout characteristics - frictionless, ecosystem, deep insights and automation.
08/07/2019
The acquisition «enhances the Group’s leading position in the alternative lending market and enables us to immediately ramp up our engagement with sophisticated investors via debt securities fundraising and credit fund management,» Helic
08/07/2019
The Investor Pulse Poll surveyed approximately 1,100 U.S. households with at least $100,000 in investible assets
08/06/2019
The award follows closely on the release of Salentica Data Broker, a cloud-based integration platform that connects firms’ portfolio management, custodial and CRM systems in a seamless data loop.
08/02/2019
During this time, Meyer and his team had seen the tremendous advancements in reporting technology, particularly with new, data-rich, easy-to-use and visually appealing cloud-based systems.
08/01/2019
BBVA struck a deal in June last year to adopt the SEI Wealth Platform and launched it earlier this month
08/01/2019
The new partnership coincides with the launch of MoneyGuideElite, an enhanced planning product for advisors seeking to offer more sophisticated planning services.
08/01/2019
This will support new initiatives and innovations that the technology can deliver to the UK and internationally.
08/01/2019
The funding round was led by Franklin Templeton who also invested in Bambu’s previous rounds.