04/16/2019
SEI Welcomes 7,400 Advisor Clients to the SEI Wealth Platform
Landmark Milestone Underscores Strength and Success of SEI's Global Wealth Management Solution
Wealth & Asset Management
04/15/2019
Wealthtech Platform Aims to Remove the Jitters for Wealthy Thai Investors
For Beacon and its fellow investors to have put that much faith in a start-up speaks volumes for the proposition that Trawut has devised and created.
04/15/2019
Objectway is one of the 100 World's Most Innovative
The WealthTech sector is one of the fastest growing verticals of FinTech
04/12/2019
Wealth management software firm circles competitor
The $1.1 billion Bravura is more than eight times GBST's market cap.
04/12/2019
Stay ahead of the game while doing digital in wealth management
he people, the networking, the atmosphere, everything conjures to make up a great chance to meet and learn what level the state of art reached.
04/11/2019
Prometeia among the tech pioneers recognized in inaugural WealthTech 100 list
The solution providers making the final list were recognized for their innovative use of technology to solve a significant industry problem or to generate cost savings or efficiency improvements across the investment value chain.
04/11/2019
Big single tech platforms dominate our lives but they’re not necessary by Chris Fisher
The technological changes we’ve seen since then are simply staggering, from the evolution of the internet and the emergence of social media to smartphones and the rapidly increasing sophistication of AI, and have rendered that old wealth management
04/10/2019
Edge, Fog Or Cloud? How The Internet Of Things Is Shaking Up How – And Where – Data Are Handled
There’s another compelling reason for processing data at the edge or in the fog: increased data security and user privacy protection.
04/10/2019
Blankstone Sington Goes Live with Dion Wealth Intelligence Client Portal
Dion announced their launch of the Wealth Intelligence platform in March 2018
04/09/2019
Exo targets B2B with 'fully automated portfolio management' platform
Moving away from the traditional model of static products and predefined portfolios, the company says each portfolio is tailored-made.
04/09/2019
Brewin Dolphin Signs Deal With Avaloq For New Settlement System
The contract is part of an overall programme costing around GBP35 million
04/08/2019
Walker Crips Commits to Dion’s Wealth Intelligence Platform
Walker Crips has been a client of Dion Global for over 20 years and this contract gives them access to new modules for Wealth Management
04/08/2019
Is your outsourcing strategy stifling your success? By Prashant Singh, SS&C
The same is happening in financial services outsourcing.
04/05/2019
Broadridge Launches Securities Lending Assessment Solution for Mutual Funds
The Securities Lending Board Insights reports are designed specifically for those who oversee (rather than carry out) securities lending arrangements.
04/05/2019
Top Image shareholders approve acquisition by Kofax
Quorum was achieved with 99% of the voting shareholders approving the merger.
04/05/2019
How Asian private banks are targeting the Mass Affluent segment- explains Avaloq’s whitepaper
This whitepaper strives to figure out the commonalities amongst the service models adopted by the banks as well as future trends.
04/04/2019
Brace For Holistic Advice ( And Please, Trash That Outdated Technology)
There are risks in scaling technology and maybe some resistance to change.
04/01/2019
Avaloq chairman unleashes entrepreneurial flair for social good
Financial technology is a big growth sector, and one hugely successful fintech player is utilizing his entrepreneurial flair and know-how to aid social ventures in rural India
03/29/2019
Will Renewed Interest in Digital Assets by Banks Drive Crypto Adoption in 2019?
This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.
03/29/2019
Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading
With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.