07/20/2017
FXAwards - Silver Win for SHL Digital Client Portal
Clear customer insight was also a focus
Wealth & Asset Management
07/19/2017
Tool launched to help advisers meet EU rules
The new platform underpins SIX’s existing MiFID II data offering and PRIIP document generation and distribution services.
07/18/2017
SS&C Enhances DDJ Capital Management's Operations with PORTIA's SaaS Platform
We're seeing strong interest from companies like DDJ in SaaS and outsourcing service options
07/17/2017
Robo advisers set to rock investment world
They are able to do so by using a computer which can perform a much more sophisticated job than its human equivalent - at the touch of a button.
07/17/2017
Dion Global wins two accolades
The awards are managed by Goodacre UK, the leading specialist consultancy for the financial services industry, and recognise the leading software suppliers through an independent annual accreditation process.
07/17/2017
Lufax to launch first overseas online wealth management platform in Singapore
Pure online wealth management platform that will serve retail investors all over the world.
07/17/2017
Rino Borini: Banks Not Delivering to Clients
But the biggest problem is that banks aren’t offering their clients what they demand.
07/17/2017
IRESS named ‘Best Trading Platform’
The award recognised the highly configurable nature of the technology and its ability to deliver real-time services to users.
07/17/2017
Brexit won’t help Britain survive the rise of the robots
Its production index for industrial robots stood at 25 in 2009, achieved 175 last year and rocketed to 225 in June this year.
07/14/2017
Allfunds unveils API platform for wealth management
This Platform will integrate Allfunds’ technology and services into their digital solutions in an easy and cost-effective way.
07/14/2017
HUB24 excels in adviser satisfaction
The Investment Trends Planner Technology Report is based on a quantitative online survey of 533 financial planners conducted by Investment Trends between 10 April and 15 May 2017.
07/14/2017
Digital Wealth Management platform crowned “Best Digital Advisor-Client Solution”
The company has also been confirmed as an accredited system provider with the 2017 GoodAccredited Standard for the second consecutive year.
07/14/2017
Designing for humans in wealth management
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.
07/13/2017
Nedbank Wealth and icandi CQ create cybercrime awareness campaign
Nedbank Wealth and icandi CQ hope to prove that South Africa does have the people to fight cybercrime; it’s just not the traditional professionals that are usually thought of.
07/13/2017
Who has the edge in digital startups vs. traditional wealth management?
The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.
07/13/2017
Advisor Group Planning Fourth Quarter Robo Rollout
Launched in Alliance with Jemstep; Eliminates Paperwork for Broad Range of Brokerage and Advisory Accounts Through Seamless Integration with Pershing and Envestnet
07/12/2017
iCapital® Network Secures Strategic Investment from UBS
Underscores value of market-leading technology in providing retail access to alternative investments
07/11/2017
Quantifeed launches portfolio for car lovers
Quantifeed's model portfolio includes a selection of companies leading the development of self-driving cars, including technology providers and vehicle part suppliers.
07/11/2017
Why Is Performance Reporting Technology So Expensive?
According to a white paper by Panoramix, performance reporting can costs hundreds of thousands of dollars per year.
07/11/2017
Weatherbys Bank is an early adopter of the .bank domain
Accordingly, we are pleased to be one of the very early adopters of the .bank suffix which is only available to licensed banks and we will be changing our domain name to weatherbys.bank.