07/02/2019
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
Wealthtech encompasses all innovations and technologies that help wealth management related companies in their activity.
07/02/2019
Digital transformation used to be thought of as simply “going paperless.”
07/02/2019
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
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.
07/01/2019
A new paper details the results of the survey alongside findings from other regional studies
07/01/2019
The establishment of the non-profit organisation was announced at the Cayman Islands Digital Economy Conference (CyDEC) on 20 June.
06/30/2019
This award adds to a growing stable of accolades won recently for our technology solutions.
06/28/2019
Netwealth CEO says her firm is here to modernise money management
06/28/2019
The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
06/28/2019
The firm has worked alongside the Fleming family, including Robert’s grandson Ian, the creator of James Bond, ever since.
06/28/2019
JPMorgan in talks for stake in Antony Jenkins’ 10x fintech business
06/26/2019
PWL was impressed by ERI’s experience and qualifications, as evidenced by the diverse operational profile with installations in more than 50 countries.
06/26/2019
Broadridge to build out the platform to serve all PE market participants
06/26/2019
The API connects customer data streams and financial institutions to fintech developers such as Venmo, Acorns, Betterment and Robinhood.
06/26/2019
“As an API company, it’s rare to have the opportunity to go back and reopen the architecture,” says Lowell Putnam, Quovo’s founder and now head of partnerships at Plaid.
06/26/2019
Many banks rely on our technology and services on their wealth journey, and working with them, we see that more and more data is produced every day, while an increasing amount of regulations impacts the preparation time for advice.
06/25/2019
Waddell & Reed outsources transfer agency and compliance services mandate
06/25/2019
The new proposal generation module allows users to have a one-click proposal initiation on existing client portfolios.
06/25/2019
We are thrilled to work closely with them to help them future-proof and digitise their business and set a new standard for the industry.