02/15/2018
OCBC Tracks Wealthy by Face
The technology recognizes customers in an instant, allowing relationship managers rapid access to their records.
Wealth & Asset Management
02/15/2018
ERI wins Front-Office category award
The jury found that ERI “has a well-established system that is widely used and intuitive.
02/14/2018
Ultra-HNIs not keen on robo-advisors: report
Top of the Pyramid report by Kotak Wealth Management said that while robo-advisory has become fairly popular with investors in developed countries, it is at a very nascent stage in India
02/14/2018
The Most Successful Financial Advisors Leverage Technology
In a survey of more than 803 advisors, about three quarters of all respondents recognize the importance of state-of-the-art technology.
02/13/2018
Kestra Financial to Offer eMoney Advisor’s Financial Planning Platform
Partnership will enhance Kestra Financial’s innovative, integrative technology offerings to its advisors
02/13/2018
Ortec Finance becomes the latest official partner on Avaloq’s Software Exchange platform
Ortec Finance joins companies such as Thomson Reuters, Actico and UnaVista on the platform, which looks to connect the banks in the Avaloq Community with providers of specialist digital banking solutions.
02/13/2018
Indosuez Wealth Management goes digital but stays personal
Retail banking is the heart of Crédit Agricole, and the group really wants to develop in markets that are really close to its own culture and geographical reach, so going to Greece was a bit far away.
02/13/2018
Kestra partners with eMoney Advisor
eMoney’s client portal will offers clients of Kestra Financial advisors a real-time, on-demand financial experience.
02/09/2018
Altegris To Merge With Artivest
The combination will accelerate the work of both companies to provide individuals and institutions of all sizes efficient access to alternative investments.
02/08/2018
Platform provider breaks through £1 billion assets mark in first year of operation
The service, marketed as Tercero Cloud, fully integrates an open digital portal, including published APIs, enabling clients to design their own user experience whilst retaining the benefits of a fully-proven, core processing system.
02/08/2018
Digital delivery of wealth management – the platform era
“Our view is very simple – the risks for those providers or service companies that do not have a digital platform is that many will just fade away.”
02/07/2018
Avaloq honored for "Wealth and Asset Management" in 2018
NelsonHall identifies vendors as Leaders that demonstrate a high ability relative to their peers to deliver immediate benefits to clients as well as meet clients’ future requirements.
02/06/2018
America’s Superrich Made Near-Record Contributions to Charity in 2017
The 2017 giving spree was fueled by huge donations from many relatively young major philanthropists who are still accumulating great wealth — and who are likely to make big gifts for years to come.
02/05/2018
Digital delivery of wealth management – the era of the platform
“Our unerring focus is moving wealth management and the customer experience into the digital world.”
02/01/2018
SEI misses 4Q profit forecasts
Diluted earnings per share were $0.75 in fourth-quarter 2017 compared to $0.55 in fourth-quarter 2016.
02/01/2018
Multrees launches compliant Transaction Reporting enhancements
Multrees is offering instant transaction reporting, not just where it acts as a custodian, but for all assets on its platform.
01/31/2018
Private Client Resources and HWA International Partner to Provide Trust Companies with an End-to-End Platform
Expanding data aggregation to serve the accounting needs of endowments & foundations, trust organizations, family offices and other private fiduciaries
01/30/2018
Edelman Financial Services Announces Move to Envestnet Wealth Management Platform
The agreement will help Edelman deliver a state-of-the-art client experience.
01/25/2018
Objectway Enters the First Elite Basket-Bond from Borsa Italiana
The issue amounts to 122 million euro, whose highest share is Objectway's, with a 18 million euro bond.
01/25/2018
Robo-advisor platform launches across Canada for independent advisors
‘PPI Valet powered by WealthBar’ gives advisors online convenience and access to premium investments for clients