12/06/2019
Instead of trying to build everything in-house, we focus on delivering your firm the best wealth management platform in the industry, then partner with providers of complementary advisor technologies that are both proven and popular.
12/05/2019
With the Burgundy Private platform, we plan to tap this huge opportunity and gap in the market, with one of its kind -niche, customized solutions, specifically meant for people who have finite time, but infinite needs
12/05/2019
The Fintech Power 50 last year included some of the biggest hitters in the global financial services industry
12/03/2019
The SEI Developer Portal is designed to arm developers with tools and content to integrate features and functionality across front-, middle- and back-office services using registered applications, API keys/secrets and SEI’s various licensed API prod
12/02/2019
The result is wealth managers achieving straight-through processing rates that are near 100%, with automation dramatically reducing the risks of human error and delivering compelling improvements in efficiencies”
12/01/2019
Lombard Odier boss says newcomers will struggle to challenge market leaders
11/29/2019
Intellect Design presents itself as an authority on vertical and integrated products that enable institutions to meet their ambition to be the principal service provider to their customers.
11/27/2019
Wealth management startup prepares for 2020 launch
The London-based firm said it is also working on a series of short form animated videos to help people learn how different asset classes work.
11/27/2019
An agreement has been signed between the two parties to extend the promotion of EOS Portfolio Management
11/26/2019
Private bank launches digital investment tool and appoints new Chief Digital Officer
Eva’ means ‘full of life’ traditionally, and our EVA brings greater life to discussions with clients.
11/24/2019
The data component of PFTPro Suite provides an up-to-date, sophisticated risk and financial analytics data feed for single instruments and portfolios.
11/22/2019
Addepar says assets linked to its technology are growing at an average of $10 billion a week
11/22/2019
Schwab grew its digital assets by 23% year-over-year, according to the firm.
11/22/2019
Wealthspire Advisors, an independent investment adviser, has launched Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platfor
11/22/2019
Quilter platform Old Mutual Wealth (OMW) head of proposition marketing Jeremy Mugridge has said the team are "not scared" as it prepares re-platform from one technology to another.
11/21/2019
New Research: C-Suite Confidential - Ten Key Tech & Ops Trends For The Wealth Management Sector
This succinct yet wide-ranging report shines a light on both macro and micro trends, beginning with industry growth sentiment and ending on operating model evolution, taking in every key area of development in between.
11/21/2019
We are very pleased to announce the opening of our new Cheltenham office.
11/21/2019
Axess IQ helps streamline order flow and enhance execution performance
11/20/2019
This acquisition will also enable Embark to develop retirement investment pathway solutions and underpin its workplace, pensions and savings propositions in 2020.
11/20/2019
"This acquisition aligns to Broadridge's strategy of providing a true cross-asset platform to enable asset management clients to have a single view into their entire book of business."