09/10/2019
Sequrest facilitates its services delivery through its newly-developed Paratus Cyber Management System, which provides Cyber Security as a Service (CSaaS) “on demand” to clients, by means of a simple online dashboard.
09/10/2019
Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.
09/10/2019
Integrated Portfolio Solutions chief operating officer and head of sales Nigel Singh said the company is delighted to have been selected.
09/09/2019
Consequently, many family firms’ markets could vanish or change beyond recognition over night.
09/06/2019
Molly Weiss, head of product for Envestnet Wealth, said the firm has focused on building a more intuitive workflow for advisors
09/05/2019
Switzerland is leading cross-border wealth management as the industry enters into an unparalleled era of transparency.
09/04/2019
Owners will seek lucrative short-term investments because their businesses will need large infusions of cash to keep up with technological change.
09/03/2019
The half-year period saw Avaloq successfully complete its largest transformation project to date and one of the biggest financial services upgrade programmes globally.
09/03/2019
The acquisition of Financial Database Services is the latest example of Broadridge expanding our wealth capabilities and growing our client base," said Michael Alexander, head of North American Wealth and Capital Markets Solutions for Broadridge.
09/02/2019
HiddenLevers was the missing piece we needed to complete the Axxcess Platform
09/02/2019
The IGEL Operating System simplifies deployment, security and maintenance whilst improving desktop performance
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
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 had taken a 10% stake in the robo-adviser last year before taking full control on undisclosed terms.
08/29/2019
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
Has achieved rapid growth with both top tier and mid-market banks in the US and internationally
08/28/2019
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
"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
Regulators in Hong Kong, Singapore and, more recently, Malaysia are at various stages of drafting relevant regulations and approval processes.
08/25/2019
Wealth Management FY19 EBITDA increased 17% to A$53.9m (A$46.2m in FY18).