08/03/2017
IRESS launches XPLAN iAssist
The service can be easily deactivated and reactivated as needed and is available within the latest release of XPLAN.
Wealth & Asset Management
08/02/2017
Waters Rankings 2017: Best Accounting System Provider—SS&C Advent
APX and Geneva prove unstoppable this year as SS&C Advent looks at new ways of serving new clients
08/02/2017
Leading UK wealth manager chooses BITA Monitor
To Enhance Risk Oversight on £21.8 Billion of Private Client Assets
07/31/2017
Your Banker Is Always In: Sweden Rolls Out the Robots
Swedbank AB is adding to the skills of its virtual assistant, Nina.
07/28/2017
FNZ doubles profits after scoring big name platform projects
Assets under administration increased by 46.8 per cent from the 2015 result
07/28/2017
Basellandschaftliche Kantonalbank launches digital wealth manager
The new product sits within the cantonal bank’s e-banking system and allows customers to implement online asset allocation via ETFs.
07/28/2017
FinFolio Launches Standalone Wealth Management API
The inspiration for wealthlab.io came to the FinFolio team as they reviewed the internal tools the company used to operate on a day to day basis.
07/27/2017
SEI beats Street 2Q forecasts
Closes Acquisition of Archway
07/27/2017
Artificial Intelligence goes global: demand for AI reaches four continents in three months, new figures from Synechron show
This global interest reiterates the importance many are placing on new technologies to help them solve complex business challenges.
07/26/2017
Digital tech can't quite replace the private banker - yet
As digital applications continue to be integrated in all that we do, there is much talk about how this could affect the financial adviser role and in the extreme case, possibly remove them altogether.
07/26/2017
What's Next for WealthTech?
On the one hand we see global firms actively embrace the rapidly evolving technological landscape
07/26/2017
Wealth Management as a Service By: Rodney Taylor, Profile Software
Some notable areas have lagged behind, in particular Financial Markets where the business-critical functions of Trading, Banking and Wealth Management have yet to take the leap of faith.
07/26/2017
IRESS accelerates integration into investment platforms to deliver adviser efficiencies
“We are working with providers on an ongoing basis to extend our platform connectivity proposition"
07/26/2017
UK Platform Awards 2017 - Platform and provider shortlists revealed
Now in their 11th year, the awards - which are run in association with Professional Adviser and will be hosted by BBC journalist Kate Silverton - will be held at the London Hilton on Park Lane on 26 September.
07/25/2017
Morgan Stanley Invests In iCapital Alts Platform
Morgan Stanley’s investment, together with investments from UBS Financial Services and lead investor BlackRock, brings iCapital’s total funding to date to over $50 million.
07/24/2017
Australian robo-advisor to open Dublin office
Irish fintech expert Peter Oakes has joined
07/24/2017
Jan Schoch's Flynt Bank Advances
The spectrum of specific knowledge allows the firm to combine technology.
07/24/2017
Clearstream targets streamlined fund operations for Swiss bank
Clearstream will collaborate with Edmond de Rothschild as the Swiss bank aims to simplify its third-party fund processes.
07/21/2017
Utmost Wealth Solutions announced as latest provider partner for Panacea Adviser
Utmost is a leading provider of wealth management services, based on the Isle of Man and in Dublin.
07/20/2017
Temenos second-quarter sales up 14 percent
Banks are turning to external software providers for help in running core banking operations to cut costs.