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
Wealth & Asset Management
10/01/2019
Axxcess Platform Announces Partnership With HJ Sims
Founded in 1935 on Wall Street, HJ Sims is entrusted with $2.3 billion of assets under management.
09/27/2019
China's CICC and Tencent Holdings unit to set up fintech joint venture
The technological joint venture is expected to drive the accelerated transformation and scalable development of CICC’s wealth management business with digital and fintech capabilities," the bank says in a statement on September 24.
09/24/2019
Capgemini named a leader in NelsonHall’s “Advanced Analytics BPS NEAT Assessment 2019
In the latest NEAT report entitled “The Advance of RPA and AI in Banking,” Capgemini scored highly as a Leader. NelsonHall evaluated 14 vendors offering RPA and AI services.
09/24/2019
Avaloq named Overall Winner in the 2019 XCelent European Wealth Management Technology Vendors report
Avaloq was named the winner due to its strong performance across each Celent ABCD Vendor View category1 and having earned the highest total score.
09/23/2019
Broadridge Announces Data Control Solution Suite
Broadridge's scalable Data Control Solution suite is deployed in the Cloud to offer clients an elastic platform that grows with them and helps them onboard new business requirements quickly and efficiently.
09/22/2019
HEDIS 2020 data management – solving the supplemental data puzzle
Supplemental data sources present opportunities to improve performance rates, but the rules around usage of supplemental data can be a bit of a challenge.
09/20/2019
UN to launch Principles for Responsible Banking
The Principles provide the framework for a sustainable banking system, and help the industry to demonstrate how it makes a positive contribution to society.
09/20/2019
Murex to strengthen Caisse des Dépôts’ asset management business
It is described as the investment arm of the French State and addresses the general interests ad economic development of French territories.
09/19/2019
SS&C Reports Record AUM for Asset Managers in Q2 2019 Drive Higher Operating Margins
Global equity and fixed income markets were all positive during the second quarter.
09/19/2019
Avaloq CEO Juerg Hunziker: Asia is Like Home Now
The banking technology firm was founded 30 years ago and started operations in Asia in 2008.
09/18/2019
Profile Software to showcase new platforms at Sibos
Profile executives will be available, at stand no J131, to meet with professional delegates and discuss how Profile’s solutions can enhance their digitalisation journey.
09/18/2019
BNY Mellon and Bloomberg to Deliver Front-To-Back Integration Capabilities
The new connectivity streamlines data delivery between the two firms and enables clients to access BNY Mellon's data and analytical workflow tools directly through Bloomberg AIM, delivering unique capabilities and insights to investors, technology le
09/18/2019
Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office
The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California.
09/17/2019
Robo wealth manager secures £5m boost from City veteran
For portfolios managed on a discretionary basis, all-in fees range from 1 per cent (for total invested amount between £50,000 and £249,000) to 0.7 per cent (for anything more than £500,000).
09/16/2019
Resident Money Market and Investment Funds return (“MMIF”)
The MMIF requirement for more detailed data and a tighter reporting timeline has, however, introduced new challenges to fund administrators.
09/16/2019
City heavyweights plough £10m into wealth manager
The company has raised £26.5m in three funding rounds since launch.
09/16/2019
Objectway Recognized by Celent as a Key Player for Client Reporting Solutions Delivering a Better Client Experience
Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.
09/13/2019
UK Private bank appoints payments technology provider
Konsentus RegTech service will be used by Hampden & Co to ensure a secure implementation of the second Payment Services Directive (PSD2)
09/13/2019
Assante Wealth Management partners with leading financial technology company
This new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is leveraging technology to enhance its products and services throughout its operations.