08/06/2019
The award follows closely on the release of Salentica Data Broker, a cloud-based integration platform that connects firms’ portfolio management, custodial and CRM systems in a seamless data loop.
08/02/2019
During this time, Meyer and his team had seen the tremendous advancements in reporting technology, particularly with new, data-rich, easy-to-use and visually appealing cloud-based systems.
08/01/2019
BBVA struck a deal in June last year to adopt the SEI Wealth Platform and launched it earlier this month
08/01/2019
The new partnership coincides with the launch of MoneyGuideElite, an enhanced planning product for advisors seeking to offer more sophisticated planning services.
08/01/2019
This will support new initiatives and innovations that the technology can deliver to the UK and internationally.
08/01/2019
The funding round was led by Franklin Templeton who also invested in Bambu’s previous rounds.
07/31/2019
The both companies will also be permitted to offer automated online discretionary investment management.
07/31/2019
These solutions also address the challenges of achieving good data governance, data management and integration for a seamless front-to-back experience.
07/31/2019
The software is underpinned by powerful data analytics, which will enable JBWere to further strengthen its focus on proactively managing risk and compliance
07/30/2019
The discussion highlighted commitments to build a specialized business ecosystem and regulatory framework for family offices to operate effectively.
07/29/2019
The need for a value proposition that differentiates on personal connection remains a success factor for tomorrow’s wealth firms.
07/29/2019
StashAway will use the proceeds from the Series B round for product development and market expansion, among others.
07/28/2019
The ministry will carry out a “detailed analysis once the written grounds are available,” the FDF said in a statement on its website.
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