07/26/2019
Edinburgh fintech beats FTSE as it tops £15bn assets
This marks a year-on-year drop of more than 64 per cent compared with the same period in 2018, when net flows stood at £315m.
07/26/2019
Following an online nomination, survey and poll which attracted over 10,000 votes from across the industry, a total of 121 companies were nominated for the 2019 Awards, which are managed by Goodacre UK.
07/26/2019
We Make the Best Wealth Management System
This testifies how Objectway WealthTech Suite is increasingly gaining traction in the Wealth and Investment Management industry as the new generation digital platform of choice
07/26/2019
The company works by allowing the customer access to a SEBI
07/24/2019
The future leaders of Tampa can now balance their to-dos of today
07/22/2019
Over the last three years, wealth managers and private banks have become starkly aware of the need to address the impact and use of technology and the way they do business.
07/19/2019
FNZ Acquires Wealth Management Software Firm
The significant acquisition consolidates the combined FNZ-JHC group’s position as the most reliable and trusted technology provider to the UK wealth management and broking platform sector
07/19/2019
This includes the reporting of the flow of funds between various parties and accounts, online deposits and having an accounting system with well-defined and standardized fund deposit clearing.
07/18/2019
Framework will promote fairness, accountability and transparency in the use of alogorithm-based tools
07/18/2019
The company doesn't want to be known as a robo adviser: Dufour is a digital wealth manager, the trio insists, whose digital investment capabilities include thorough and personal advice process.
07/17/2019
Digital wealth managerlaunches in Singapore with $5.2m in seed funding
The CMS licence is required for companies that wish to conduct regulated activities under the Securities and Futures Act, such as dealing in capital markets products.
07/17/2019
We see the fundamental driver for technology as expanding customer expectations
07/16/2019
The potential of digital assets in wealth management
Digital assets are slowly but surely carving out a place for themselves in the modern portfolio. But just how indispensable are they?
07/16/2019
MiFID II support tool for wealth managers unveiled
The portal extracts data from a manager’s system daily and also brings all a client’s financial information together in one place.
07/16/2019
Fund to help Smartly crack more Southeast Asian investment markets
07/16/2019
Building on annual research since 2010, Dell Technologies ranks cities based on the impact of local policies, programs and characteristics in addition to national laws and customs to help improve support for women entrepreneurs and the overall economy.
07/15/2019
Views differ, but private banks, asset managers, regulators and investors are all taking robo-advisors seriously.
07/15/2019
Wealth management platform launches new offering
Rosecut’s digital solution offers client access and monitoring anytime, anywhere.
07/15/2019
Wealth management fintech firm inks partnership
This partnership builds on previous jointly-engaged initiatives between the two firms across EMEA, most recently in the UAE.
07/12/2019
Citi voted Bank e-FX initiative and Best e-derivatives platform of the year at the 2019 FX Week e-FX Awards