Managers of Wealth Fintech

SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone

Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets

The Transformation of Client Engagement

You may have heard reports in the industry about a new private wealth management proposition called focus:wealth.

Moving to a low-carbon future – why banks and companies need to step up by Bill Winters, Standard Chartered Bank

We’re making progress on understanding our contribution to climate goals, but cannot go it alone

Stockholm-based fintech wins ‘Best Pitch Award’ at Avaloq’s inaugural Fintech Tuesday avaloq.one event

Cboe Vest Technologies won after a five minute live-demo to an audience of financial institutions, fintechs and other industry stakeholders.

Sumitomo Mitsui Trust Bank (Japan) selected Acumen-net to be deployed across 6 Overseas Offices to support their Treasury Operations

Acumennet will also support flexibility and efficiency of operations by integrating several dealing platforms currently used by SuMiTB.

Resolving the Corporate Actions Paradox -The Case for Automation

An example of this would be reducing the risk of missing an event or improving the quality of event information by receiving notifications from more than one source.

Digital Banking Platforms Market Evolving Technology and Growth Outlook 2019 to 2025

The report covers the competitive landscape, which includes M&A, joint ventures and collaborations, and competitor comparison analysis.

Wealth Management Clients Want Simple and Connected Solutions

More people are willing to pay for financial advice, but what clients value is changing rapidly.

Think you're ready to automate your client reports? by Marc Dukes

It may sound over-simplistic, perhaps even trite, but investment managers must be clear about why they want to automate and have defined the outcomes they are seeking.

Solving the Corporate Actions Paradox – Reducing Risk, Increasing Efficiency whilst Improving Services

The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.

RIA distribution: 3 things we can expect in 2019 and beyond

The RIA market is facing the same disruption and challenges being felt across the wealth management industry.

Making the switch from PortfolioCenter to Black Diamond

The challenge then, for Berman McAleer was to take on this data conversion task. “I personally reviewed over 350,000 lines of data during the year that it took to make the switch,” says Kim Silvestri, Director of Investment Operations.

Banking on the Future of Women

Digital financial services are cutting out the middleman to equalize opportunity

Empowering women is critical for the world’s economy and people

If banks and financial supervisors increased the share of women in senior positions, the banking sector would be more stable too.

Hardly Anyone Is Too Poor to Share

A basic level of social protection is affordable nearly everywhere

Is there a role for the branch in the digital world?

In the past few years several opinion surveys have come back with similar responses to this question. Americans surveyed say that they still want bank branches for when they have issues with the bank, or because they still frequent the bank for their ever

Wealth & Asset Management