04/23/2018
“TAVIQ SaaS solution is the result of a collaboration with distinguished academics in psychology research and practicing wealth managers and it took us more than a full calendar year to perfect the underlying scoring system mechanism."
04/19/2018
Avoka commissioned a research team to trawl through each banking product listed on the websites of the 50 banks.
04/18/2018
UBS Advice Advantage, built in collaboration with tech developer SigFig over a roughly 18-month period, has a minimum investment of $10,000 and an advisory fee of 75 basis points.
04/18/2018
LendIt Fintech conference is recognized as one of the largest global Fintech industry events that gathers industry leaders to explore the latest trends of financial technology
04/17/2018
Temenos’ WealthSuite allows for a significantly enhanced client engagement through advisors or self-service digital execution.
04/17/2018
Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats
04/16/2018
We are pleased to move forward as one company following the combination of two highly complementary market leaders,” said Bill Stone, Chairman and Chief Executive Officer of SS&C.
04/13/2018
The vendor said that its platform will support internal collaboration across the bank’s various units by orchestrating its systems and applications, including the Avaloq core platform.
04/11/2018
IHS Markit forecasts short interest in Facebook to have totaled 29.2 million shares on Friday, up from 25.9 million in mid-March.
04/10/2018
Even securities selection itself is having AI applied to it through a number of techniques that all harvest big data on stocks.
04/06/2018
Bankorus is led by CEO Greg Van den Bergh, the creator of the first robo-advisor in China
04/06/2018
Award recognizes the caliber of the Tamarac portfolio management solution for second straight year
04/06/2018
Bank has also teamed up with WeChat to communicate with clients on messaging app
04/06/2018
swiss private bank rolls out digital advice platform in the US
Combines intelligent technology with access to a financial advisor, as well as UBS research and financial goals tracking capabilities
04/05/2018
A problem that already is weighing on the stock of the Geneva-based company.
04/04/2018
Deak, who was the brains behind the launch of peer-to-peer lending aggregator Off3r, is rolling out a new online service that he claims will bring web-based investment to the masses and “battle the bias and bullshit that has dogged the investment se
03/29/2018
FinTech Scotland was launched to drive growth and employment and position Scotland as a financial services technology centre of excellence. The organisation was registered in the summer of 2017 and its CEO, Stephen Ingledew was appointed in January this y
03/28/2018
The bank also announced that it will be rolling out a direct to market retail deposit offering called Arbuthnot Direct, which is expected to soft launch in the middle of the year.
03/28/2018
The product follows similar moves by two other robo-adviser startups in recent months.
03/27/2018
Organized End-Reporting, Investments and Advice Deliver Greater Insight to the Wealthy