12/05/2024
It has all the latest security and authentication features, and is fully customisable, so can be provided to the clients of Third Financial using the advisers’ and investment managers’ own brand.
12/05/2024
Wealthtech says the accounts will allow customers to “earn interest on funds they may not yet wish to commit to longer-term investments
12/04/2024
The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.
12/04/2024
Digital investment infrastructure provider WealthKernel is partnering with Griffin to enable fintech’s and wealth managers to embed savings accounts into their services.
12/04/2024
The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.
12/04/2024
Social impact and quality of innovation make the difference
12/03/2024
There’s nothing terrible about this sort of asset assortment.
12/03/2024
Financial services technology provider Avaloq integrates Quadient Inspire to enhance customer communication management.
12/02/2024
Mitsubishi UFJ Financial Group (MUFG) says it will pay $664 million to take 100% ownership of robo-advisor WealthNavi.
11/29/2024
Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting
11/27/2024
Manzil Wealth concluded its statement by inviting financial advisors from across Canada to join its platform.
11/27/2024
This renewal will allow Deutsche Bank to keep providing fund administration and accounting services using SimCorp One.
11/27/2024
In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.
11/25/2024
Integrated Custody and Technology Solution Powers Connected Experience and Business Growth
11/25/2024
With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.
11/25/2024
The widening scope of wealth management software to cover everything from accounting and investment management to estate planning and retirement planning bodes well for the growth of the market.
11/25/2024
Transaction supports industry-leading wealth technology platform's next chapter as a private company
11/22/2024
These professionals are optimistic about the technology, with the same proportion believing AI will bring benefits to the industry.
11/21/2024
By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.
11/21/2024
Amundi acquires aixigo to accelerate the deployment of technological solutions to distributors of savings products