10/11/2019
NexJ Systems launches CRM for wealth management
NexJ CRM for Wealth Management is purpose built to provide financial advisors the ability to save time, optimize customer value, and enhance client engagement.
Wealth & Asset Management
10/10/2019
Broadridge pushes deeper into wealth management with Fi360 takeover
The acquisition will also further strengthen Broadridge's data and analytics tools and solutions suite that enable asset managers to grow their businesses by providing greater transparency into the retirement market.
10/09/2019
How Technology Can Drive More Sales and Enhance Client Relationships
From the very start of prospecting clients, we offer solutions to formalise and digitise the information that helps you capture, control and manage client data.
10/09/2019
South African fintech firm secures majority stake in Liechtenstein PB
The transaction, which is subject to the approval of the Liechtenstein Financial Market Authority, is expected to close in March 2020.
10/09/2019
UK Retail Investors Switch Wealth Managers due to Poor Digital Experience
A strong digital proposition is a necessity for any organisation offering wealth management services and not a luxury.
10/08/2019
Singapore robo adviser AutoWealth to raise US$3 million for regional expansion, sources say
Another person familiar with AutoWealth’s plans says the funds raised could also be used to explore opportunities in other Southeast Asian countries, including Indonesia.
10/08/2019
Robo-advisor performance: September 2019
Nearly all portfolios delivered positive returns last month.
10/07/2019
Online wealth manager Nutmeg reveals widening losses
Group attracts strong financial backing despite never having made a profit
10/07/2019
Broadridge Adds Sisense Analytics to Buy-side Revenue and Expense Management Capabilities
Dynamic data analytics will provide clients with improved reporting and real-time, actionable insights
10/06/2019
Robots to cut 200 000 US bank jobs in next decade, study says
Push towards automation to reduce headcount in the sector.
10/04/2019
Refinitiv and SigFig Partner to deliver digital advice technology solutions to wealth management clients
The latest research from Refinitiv shows that the pace of digital evolution is quickening.
10/03/2019
Focus Solutions awarded ISO 27001 certification
The certification was granted following a rigorous external audit of all of Focus’ activities by the leading ISO certification specialist QAS International Ltd.
10/03/2019
Multi-Family Office Chooses d1g1t as its Enterprise Wealth Management Platform
The d1g1t platform provides Forthlane with a comprehensive enterprise wealth management platform to manage all aspects of their business
10/03/2019
Asian family offices turning to tech, sustainable investment
Less emphasis on speculative foreign-exchange trading, says UBS
10/02/2019
Citibank's digital drive to aid wealth management business
Digital capability forms bedrock to growing segment by double digits annually, says CEO
10/02/2019
Multinationals must respond to increasing KYC and UBO requirements
TMF Croatia spoke about these laws, and the need for companies to collect transparent data on individuals right to the top of their ownership structure.
10/02/2019
Venture funds embrace technology while retaining the human touch
“Digitalisation transforms industries in myriad ways,” observed Jie Gong, Partner, Pantheon Ventures.
10/01/2019
vdk bank to implement two components of Objectway’s wealth-tech suite
The Objectway WealthTech Suite supports the whole investment management process, enabling the firm to better serve their customers, optimising returns and increasing profitability
10/01/2019
Nearly 100 HMRC Staff disciplined for computer misuse
The most common case of computer misuse over the last two financial years was the misuse of email
10/01/2019
SS&C's Black Diamond Wealth Platform and RightCapital Announce Partnership
The integration allows advisors to seamlessly use both systems to generate comprehensive financial plans for clients via a user-friendly interface