02/13/2018
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
eMoney’s client portal will offers clients of Kestra Financial advisors a real-time, on-demand financial experience.
02/09/2018
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
“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
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
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
“Our unerring focus is moving wealth management and the customer experience into the digital world.”
02/01/2018
Diluted earnings per share were $0.75 in fourth-quarter 2017 compared to $0.55 in fourth-quarter 2016.
02/01/2018
Multrees is offering instant transaction reporting, not just where it acts as a custodian, but for all assets on its platform.
01/31/2018
Expanding data aggregation to serve the accounting needs of endowments & foundations, trust organizations, family offices and other private fiduciaries
01/30/2018
The agreement will help Edelman deliver a state-of-the-art client experience.
01/25/2018
The issue amounts to 122 million euro, whose highest share is Objectway's, with a 18 million euro bond.
01/25/2018
‘PPI Valet powered by WealthBar’ gives advisors online convenience and access to premium investments for clients
01/21/2018
These comments are being echoed by others in Switzerland.
01/19/2018
Most clients would not hesitate to switch advisers for firms with better digital capabilities according to an EY report, which gives five tips for staying ahead of the robo-advice curve.
01/18/2018
Dion´s Real Time Payment Engine seamlessly integrates with three major core banking applications and an additional set of back-office applications.
01/18/2018
The development team is working to custom build client engagement solutions, adapting the software for the needs of the Irish market.
01/18/2018
Financial planner launches robo-advice service
Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth
01/17/2018
Our success so far, with over 20,000 clients across three geographies, proves that our digital sign-up process via desktop or app is very well accepted.