02/22/2019
A 2018 survey from fintech firm InvestCloud reported that the investment management industry is drastically under-prepared to cater to the digital needs of the next generation of investors – not only in the US, but also in the UK.
02/22/2019
A private bank in Liechtenstein has established a cryptocurrency trading platform for institutional investors. Balzers-based Bank Frick will offer the service through its new subsidiary DLT Markets AG.
02/21/2019
In 2018 results posted today, Iress reported a group revenue of AUD$464.6m (£252.8m), up 8 per cent on 2017.
02/20/2019
The group's China operations was loss making for the quarter, though it narrowed its loss slightly to $1.12 million, from a loss of $1.14 million for the year-ago period.
02/19/2019
The roll-out complements similar activation projects for LGT with Avaloq in Liechtenstein, Switzerland, Singapore and Hong Kong.
02/18/2019
The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.
02/15/2019
There are also several white-label innovations which can be plugged in to private banking platforms
02/13/2019
A boom in Artificial Intelligence is opening up another yawning skills gap in the wealth management industry.
02/13/2019
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
02/13/2019
We are very proud of our global investment team with such great achievement.
02/11/2019
Profile Software is committed to delivering value-added products and services to the Financial Services firms that boost productivity and meet demanding needs to help them expand their services.
02/11/2019
Integro CX is designed for integration with existing Imago Illustrations and Administration modules and offers a suite of ready-to-use plug-ins to enable creation of highly functioning, feature and data-rich customer and administrator user experiences.
02/11/2019
An innovative solution built with an omni-channel strategy at its core
02/08/2019
Winners will be announced at a gala awards dinner, which will be held in London on 11 April at The Guildhall.
02/07/2019
Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.
02/07/2019
Training in the use of SEI's systems progressed throughout France and the Caribbean for more than 450 advisers, SEI noted.
02/07/2019
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
02/07/2019
Many rich families instead prefer the alternative of using a multifamily office.
02/07/2019
Through SaaS, we expect to receive high levels of support and availability via a single point of accountability, while always benefitting from the latest software in the market.
02/06/2019
“Even in our worst month we still made 8 percent profit on our investments,” said Frank Wagner, co-founder of Invao.