09/02/2019
Aberdeen Standard Investments standardises global virtual desktops
The IGEL Operating System simplifies deployment, security and maintenance whilst improving desktop performance
Wealth & Asset Management
09/02/2019
Two leading Fintech companies join forces
The partnership comes amid a fundamental change in the way banking and wealth management clients behave and how financial services will do business in the future.
09/01/2019
wealth management firm goes live with Iress
The software supports Rowan Dartington’s multi-proposition, multi-asset, central dealing team, providing close integration with the in-house portfolio management system as well as the London dealing desk, Bristol head office and branches across the
08/30/2019
Capital One, Goldman Sachs Jump on Wealthtech Bandwagon
Capital One had taken a 10% stake in the robo-adviser last year before taking full control on undisclosed terms.
08/29/2019
Front Office goes Digital
The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.
08/29/2019
Swiss banking software firm buys competitor for $559 Million
Has achieved rapid growth with both top tier and mid-market banks in the US and internationally
08/28/2019
Geneva and Eze under one roof: a powerful combination
We are joining forces on account management and product development to ensure our clients experience the simplicity of working with a single provider.
08/27/2019
Lloyds-Schroders venture hit by platform problems
"The new wealth platform will bring a number of benefits to clients including the ability to see all their investments in one place, online 24/7."
08/26/2019
Trends: Digital-only banks expected to gain traction in Asia-Pacific
Regulators in Hong Kong, Singapore and, more recently, Malaysia are at various stages of drafting relevant regulations and approval processes.
08/25/2019
Bravura Wealth Management revenue up 14pc
Wealth Management FY19 EBITDA increased 17% to A$53.9m (A$46.2m in FY18).
08/23/2019
Qatar banking sector shifts towards digital technology: OBG
“Globalisation and new cost structures, as well as digitalisation and consumerism, are pushing banks to redefine the business model in order to address pressures and sustain growth.”
08/23/2019
Results: Iress delivers stable half-year performance
Iress also reported that the company expects FY19 guidance to remain unchanged and in line with guidance.
08/22/2019
Tiger Global invests $15mn in wealth management startup INDwealth
INDwealth plans to utilise the capital to build its technology, artificial intelligence and advisory team.
08/22/2019
Wealth Wizards to launch DB abridged advice service
The FCA's 'abridged advice proposal is a lighter form of DB pension transfer advice which cannot recommend a client to transfer.
08/20/2019
Avaloq successfully onboards Banque Morval onto Intesa Sanpaolo’s BPaaS solution in just nine months
The merger of Intesa Sanpaolo Private Bank (Suisse), the Italian Intesa Sanpaolo group’s Swiss private banking subsidiary, and Banque Morval was completed in April last year and created the new legal entity Intesa Sanpaolo Private Bank (Suisse) Morv
08/19/2019
Digital Needs Of Both Asset And Wealth Managers
Both communities are looking for the tools, content, and capabilities they need to address their emerging business challenges during this digital transformation.
08/15/2019
Octopus to acquire wealth technology business for £10m
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
Aberdeen Standard Investments Successfully Integrates and Extends Investor Servicing with SS&C
SS&C helped ASI successfully consolidate and standardize their investor servicing across the combined Aberdeen and Standard Life global operations.
08/15/2019
SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates
The integration is now live and available to RIA in a Box MyRIACompliance clients.
08/13/2019
CIBC Selects SEI Wealth Platform to Power Growth Strategy
SEI's Unified Wealth Management Solution Supports CIBC's Transformative Business Goals