07/11/2019
ERI winner in the Best Wealth Management Platform category for 2019
The Bobsguide awards were granted based on the strength of technical updates and their impact on the client experience
Wealth & Asset Management
07/10/2019
HSBC Private Banking launches AI-powered global client wealth management portal
Finantix worked closely with HSBC Private Banking to provide Finantix Components business logic, insights, user journey standards
07/10/2019
Broadridge CEO Tom Gokey gets Google's top cloud executive in his corner as he sets sights on wealth management cloud thunderclapper
He led Oracle's product vision, design, development, operations and go-to-market strategy for its cloud platform, middleware and analytics portfolio, and oversaw a global team of more than 4,500 engineers.
07/09/2019
A simpler, clearer Iress
19 years on, Iress has changed a lot.
07/09/2019
Wealth platform surpasses £2bn assets under management
Operating as a single, integrated platform for the full investment lifecycle, it provides GPP’s clients with a solution which can be modified for a bespoke service.
07/08/2019
UBS launches ultra-wealthy digital tool
UBS has launched a digital service for its ultra wealthy clients, allowing them to view all their assets across different custodians and locations.
07/08/2019
Former Coutts, Credit Suisse adviser launches digital wealth manager
The pair created Rosecut Technologies
07/08/2019
ABN AMRO launches mobile wealth management app
ABN AMRO launches KENDU, its new 100% mobile wealth management app with Sopra Banking Software
07/05/2019
More than half of banking customers using fintech services
The research found that emerging markets in Asia, Latin America and Africa are becoming the biggest fintech growth areas, with fintech helping to bring financial services to these regions’ large unbanked and underbanked populations.
07/04/2019
Deutsche Bank Wealth Management selects Finantix to empower KYC processes with AI tools
The wealth management business of Deutsche Bank AG chose Finantix technology to enhance the gathering, organisation and analysis of customer information during the KYC processes.
07/04/2019
Profile Software launches comprehensive treasury management solution
Acumennet is a truly flexible Front-to-Back Treasury Management platform
07/03/2019
Dion launches a feature-rich Corporate Actions Processing Solution
Dion’s Corporate Action solution is designed to address these challenges by providing a functionally rich solution
07/03/2019
Wealth manager moves service management to the Cloud
An existing user of Sunrise with an on-premise installation, Charles Stanley saw an opportunity to improve processes and align to the ITIL framework, while also grasping the benefits of a SaaS-based platform.
07/02/2019
Dion CFO Gopala Subramanium named “Fintech CFO of the Year 2019”
The awards are given solely on merit and are awarded to commend those most deserving for their ingenuity and hard work, distinguishing them from their competitors and proving them worthy of recognition.
07/02/2019
Xplore Wealth launches wrap platform
The firm said the new platform would complement the firm’s existing managed discretionary account capabilities and support the evolving needs of the firm’s client base.
07/02/2019
SS&C Technologies and FNZ heat up GBST bidding war
Just hours after GBST revealed SS&C Technologies had beaten out local company Bravura's $3-per-share non-binding proposal by putting forward a $3.25-per-share offer, Street Talk revealed FNZ had swooped in with a $3.50- per-share offer.
07/02/2019
7 Wealthtech Solutions from Europe Singapore Banks Should Know
Wealthtech encompasses all innovations and technologies that help wealth management related companies in their activity.
07/02/2019
What to look for in your digital transformation partner
Digital transformation used to be thought of as simply “going paperless.”
07/02/2019
Avaloq acquires Zurich-based Service Specialist for Structured Products
For Avaloq, the acquisition places the firm at the forefront of utilizing differentiating data for structured product and ETF markets on its platform.
07/01/2019
Nutmeg keeps crowdfunding investors in the dark
It promised to offer crowd investors the same terms as it did Goldman Sachs — which led a £45m investment in January — but did not disclose financial details in its pitch.