03/04/2019
Octogone and its clients will access Firmus’ on-line investment services as well as its two fully automated electronic platforms, which provide efficient and effective access to the investment world in the global financial market.
03/04/2019
Broadridge provides Gluskin Sheff + Associates Inc. portfolio management and operations technology to scale for future growth
03/01/2019
Digital identity verification solution Blockpass announced the integration of its KYC Connect solution into the Legacy Trust customer onboarding procedure.
02/28/2019
AQS will replace pricing processes with smarter, automated workflows
02/28/2019
The average survey respondent was 37 and described themselves as an early adopter or a technology follower and mirrored the technology adoption traits of millennials.
02/28/2019
Copernicus Asset Management SA and Bitcoin.com Partner with Hedge Fund Veterans to Offer Capital Solutions and Startup Resources to Early-Stage Companies
02/28/2019
HSBC has a chatbot named Amy; Deutsche Bank's Debbie helps market traders; ING of the Netherlands has Inga, a chatbot that will "respond with empathy" to customer problems such as losing a card.
02/28/2019
In December, Hampden & Co, which also has a London office, became one of a group of UK banks to be selected for the £275 million Royal Bank of Scotland incentivised switching fund
02/27/2019
The new building is equipped with a modern ventilation system, a building management system and it is designed to be furnished with solar panels on the roof.
02/27/2019
Wealth management has been a key driver for an Australian financial services technology firm, which boosted group net profit after tax by 15 per cent over the six months to 31 December 2018.
02/27/2019
The SEI Wealth Platform continues to gain significant market momentum. Of the 48 signed global clients, 38 private banking firms are installed, and another ten clients are in various stages of implementation.
02/26/2019
Julius Baer will enter into a partnership with SEBA to take advantage of their innovative platform
02/26/2019
DLT Markets provides institutional clients with automated multi-exchange access
02/26/2019
In the high net worth individual (HNWI) customer segment, human connection and the relationship are essential in gaining the customer’s trust.
02/25/2019
Our "Three Golden Principles for Asset Allocation" remain a cornerstone for our wealth management business
02/25/2019
The Canton of Zug, also known as the “Crypto Valley” is currently the only Canton in Switzerland accepting contributions in kind using cryptocurrencies such as Bitcoins, Ethereum or Ripple.
02/22/2019
The agreement with Envestnet | Tamarac supports this strategy, given their history of innovation with advisor portfolio management solutions.
02/22/2019
To have won this award is clearly very positive for me personally
02/22/2019
Various industry reports suggest that wealth managers are still lacking in confidence when it comes tackling cyber threats.
02/22/2019
A 2018 survey from fintech firm InvestCloud reported that the investment management industry is drastically under-prepared to cater to the digital needs of the next generation of investors – not only in the US, but also in the UK.