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
03/27/2018
There will be no additional costs for advisers or their clients to use PremierConnect.
03/27/2018
"The IRESS team has shown a deep understanding of our business and worked closely with us to deliver a solution that meets the needs of our firm."
03/27/2018
Nest Wealth, in partnership with Vanguard Investments Canada Inc., Morneau Shepell Ltd. and Canadian Western Trust, will allow companies to offer their employees group RRSP plans with fees under 1 per cent of assets administered through the plan.
03/27/2018
Swiss private bank Completes Rollout of Front-Office Solution
We have completed the migration of all existing front-end tools
03/26/2018
Wealth Dynamix is renowned as a market leader across Europe and helps financial services businesses meet shifting client and regulatory dynamics and has consistently pushed the boundaries of digital innovation and cloud technology on an international scal
03/26/2018
This will, for the industry, bypass all the onerous paperwork that involved filling multiple forms, taking signatures and signing photographs.
03/23/2018
Black Diamond is revolutionizing the wealth management experience with innovative, cloud-based tools that strengthen connections with clients and prospects.