10/29/2018
Crealogix Sells Robo Adviser to Private Bank
The robotic relationship manager also allows the client to get in touch with a human adviser at the bank
Wealth & Asset Management
10/29/2018
Wealthify partners with online money app
Yolt and Wealthify announce in-app integration
10/26/2018
IRESS launches new client portal
Financial technology business IRESS today announces the launch of its next-generation client portal with a clear focus on engagement.
10/26/2018
Crealogix Sells Robo Adviser to German Bank
The robotic relationship manager also allows the client to get in touch with a human adviser at the bank
10/25/2018
Citi Launches Live Chat in Hong Kong
U.S. banking giant Citi is the first bank to introduce text, audio and video banking for the affluent segment in the territory. Following the launch, the technology is also going to be introduced in other parts of Asia.
10/24/2018
Alexa wealth management is developing faster than you think
The application was built for a wealth management client, and what he showed off was a truncated version for the audience demonstration that took just two weeks to build.
10/24/2018
Broadridge launches new global asset servicing solution
The Broadridge global asset servicing solution helps firms mitigate these drawbacks by standardising and automating processes for announcements, notifications, elections, accruals, entitlements, and settlements globally.
10/23/2018
Goldman moves digital bank to wealth unit
Marcus, which makes personal loans online, will be pitched to the wealth management division's clients
10/23/2018
SEI Investments Bottom Line Climbs In Q3
"Our third-quarter results reflect our focus on growing our existing markets with market-leading solutions to our clients' most challenging issues, while continuing our expansion into new markets and the development of additional capabilities,&a
10/22/2018
SJP plans 10-day blackout for replatforming
It is understood clients will still be able to continue making investments during the down period.
10/19/2018
Courtiers switches on digital wealth management with InvestCloud
Global FinTech firm deploys Courtiers client portal as UK wealth manager transitions to all-digital proposition
10/18/2018
HSBC Partners with Marstone for Digital Client Engagement, Broadening Its Audience and Easing Access to Wealth Management
The partnership begins piloting later this month and is fully integrated with HSBC’s custodian, Pershing, a Bank of New York-Mellon Company.
10/18/2018
Global wealth up 4.6% to US$317 trillion
Credit Suisse Research Institute publishes ninth edition of the Global Wealth Report
10/17/2018
Touchstone steers expansion course in Asia for its NavOne wealth management software
The expansion comes as rationalisation takes place in the global trustee market
10/16/2018
Digital Wealth Manager Liqid Raises €33M
The company is using the funds to continue to expand operations.
10/12/2018
CIBC FirstCaribbean is harnessing technology for the benefit of its customers
Forward-thinking banks like CIBC FirstCaribbean have made technology central to their operations in order to offer customers the most reliable and adaptable financial products and services
10/11/2018
The Future Advice Customer: A Very Different Person
For inspiration, we need to look at how other brands are using machine learning to enhance the life of our customer while also driving their business forward.
10/11/2018
Financial Services in The Bahamas: Beating Disruption with Innovation
The Bahamas Government has made digital technology a critical element of the national development plan.
10/10/2018
HSBC Global Private Banking Partners with iCapital Network to Enhance Alternatives Offering for High Net Worth Clients
The partnership is part of Global Private Banking’s initiative to enhance investment management capabilities and expand its product offering for high-net-worth clients.
10/09/2018
Wealth tech firm gets new owners
FNZ is now the European market leader with a broad service offering.