Managers of Wealth Fintech

UK robo-advisers given the nod on global WealthTech list

The WealthTech 100 is an annual collection of global technology firms in the wealth management sector compiled by industry experts and analysts

SS&C Expands Data Solution

The solution allows us to focus on more productive, higher-level work," added James Meadows, Executive V.P., Operations for Manitou Investment Management.

6 Ways to Transform First Interactions into Trusted Client Relationships

Trust is the glue that holds every client relationship together.

Zurich impact investing fintech to expand into Germany after doubling users

We are in cooperation talks with various financial service providers and insurance companies

SS&C Expands Data Solutions

Advent Transport optimizes custodial data operations

Current fintech surge to further disrupt traditional bank sector

Banks and other traditional financial services providers were, in most cases, spectacularly caught off guard by the 2008-2009 financial crash.

We are in the midst of a 'total reboot' of wealth management

BMO InvestorLine president writes that, with the industry in the process of massive disruption, now is not the time for firms to be reticent or timid

The platform pointed to negative movements in markets to account for a $2.1 billion, or 13.2% fall in FUA since the beginning of the year, however, it said that FUA on the platform is not fully correlated to movements in equity markets.

Technology will be key differentiator in risk management

With new regulations such as FRTB in sight, sell-side firms that have invested in upgrading their risk systems will have a clear advantage over those who have not.

COVID-19 and the CARES Act: Tax considerations and services

Tax Optimizer, our secure web-based tax preparation and hypothetical trading tool, is equipped with analytic tools that will identify the market volatility impact on your portfolio.

Why brand building is essential in times of precarity

The key to the popularity of these durable advertising campaigns was that they exercised a ‘feel good’ factor and prompted memories of better times.

Multi-Strategy Portfolios Benefit clients, Let Technology Benefit You By Boris Bykhovsky

A common way to address these goals is through the creation of multi-strategy portfolio (MSP) or multi-asset portfolios (MAP).

Acumen-net ready to support LIBOR discontinuation with new modules

Through continuous investments in designing innovative solutions, Profile and Login have been proactive to accommodate the upcoming change

Machine Learning for non-bankable asset investing

The first bridge to cross for operating non-bankable assets in a wealth management frame is to value them ex-post accurately, which is to be able to provide a reasonably accurate estimate of their price today.

SS&C to Acquire Capita’s Life Insurance and Pensions Servicing Business in Ireland

The acquisition grows SS&C’s presence in International Life & Pensions servicing market

Broadridge Announces $1.5 Million Commitment for Community Relief to Help Those Affected by COVID-19

Broadridge will directly donate an initial $1 million to support charities and schools globally

Private banking meets the public cloud

They need the same flexibility as the larger banks.

Technology will win future clients

There are several considerations when selecting the right type of co-browsing or client portal software. Here are some key areas to bear in mind.

Digital will be the new normal for wealth management

But lockdowns are highlighting how many firms aren’t transforming fast enough.

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